Wealth Advisors

What can CAF America do for Wealth Advisors?

Complement and Differentiate your Practice

  • Incorporate best-in-class global grantmaking services
  • Ensure grantmaking legal compliance with domestic, international, and foreign country regulations
  • Provide your client with opportunities for tax-effective international giving in 110+ countries
  • Integrate donor advised funds (DAFs) and other giving solutions into your suite of services
  • Allow your client to give to nearly any organization, CAF America can vet charitable organizations and projects across the world (even those run by businesses!)
  • Turn your client’s stocks, bonds, securities, and other illiquid assets (such as real estate or art) into tangible impact while ensuring maximum tax-benefits
  • Offer a comprehensive suite of philanthropic services, from vision and strategy creation to program development, implementation, evaluation, and measurement

We understand that effective philanthropy begins with a clear vision and a focused plan for making that vision a reality. CAF America provides unparalleled expertise and personalized solutions to help you bring your client’s philanthropic visions to life.


CAFA BadgePhilanthropists want assurances that their donations are made legally, tax effectively and are used for the intended purposes. Any concerns U.S. donors may have when giving to domestic causes only become more complex when giving internationally.

Trust CAF America to maintain full regulatory compliance with all domestic, international, and country-specific regulations. We conduct extensive due diligence to ensure that neither you nor your client face any risks and we take all legal responsibility for grants. At CAF America, every action we take is to protect you and your client’s reputation.



As a U.S. 501(c)(3) public charity, gifts to CAF America are tax deductible to the fullest extent of the law. Donors can fulfill their international giving objectives by making their gift to CAF America and then recommending their preferred foreign charitable organization. CAF America navigates the complex U.S. regulations and maintains all fiduciary responsibility for making the grant.



chess_piece_queenCAF America helps you develop the best philanthropic strategy for your client’s giving. Whether it is transferring complex assets, stocks, or establishing a DAF for long-term giving, our experienced staff and array of services allow your client to achieve the most impact with their giving. If need be our team can support you in helping your clients decide where and how to give while maintaining the highest level of confidential advisory services.

Do your clients have a cause, population, or geographic region they wish to support, but need help identifying charities to grant to? Ask CAF America about our RFP services – we can assist  you in identifying the organizations that best fit your client’s philanthropic objectives.

Setting up a Donor Advised Fund (DAF) or Invested Donor Advised Funds (IDAF)

Donor Advised Funds (DAF) have become the most sought-after way for donors to achieve their philanthropic goals. Opening a DAF at CAF America is an efficient and cost-effective way to conduct both domestic and international grantmaking through a single fund. DAFs eliminate the considerable time and expense required to establish and maintain a Private Foundation.

For donors wishing to grow the impact of their contributions over time, CAF America offers the option of establishing an Invested Donor Advised Fund (IDAF). With the IDAF, you may recommend investment allocations based on your appetite for risk and goals for growth. IDAFs at CAF America enable donors to receive immediate tax benefits while providing the opportunity to contribute even more to their preferred organizations in the future.

CAF America partners with Merrill Lynch Investments to offer our donors access to four research-backed Model Portfolios of Exchange Traded Funds (ETFs). Our investment options are ranked “conservative” to “moderately aggressive” and allow donors to choose a strategy that best fits their philanthropic mission and goals

For more information, download the Donor Advised Funds or Invested Donor Advised Funds fact sheet.

To get started, contact our office.

Giving a Donor Advised Gift (DAG)

Donor Advised Gifts (DAGs) are the perfect solution for U.S. donors who want to give globally without establishing a Fund at CAF America. DAGs enable U.S. donors, including individuals, foundations, and corporations, to make single donations as desired. With DAGs donors make a single tax-effective gift to CAF America and recommend the foreign charitable organization they wish to support. CAF America can also recommend a charity that fits a donor’s interests and philanthropic goals

For more information, download the Donor Advised Gifts fact sheet.

To get started, go to our Give Now page or contact our office.

Taking Advantage of the CAF American Donor Fund (CADF)

The smart solution for dual US/UK taxpayers
In partnership with the CAF office located in the United Kingdom, CAF America has a giving solution exclusively for individuals paying tax in both the US and the UK.

The CAF American Donor Fund (CADF) provides dual taxpayers with immediate tax benefits and a simple way to support charities anywhere in the world. Giving is not always easy for those who pay both US and UK taxes. Among other problems: US tax rules sometimes invalidate UK tax breaks for charitable giving. The CAF American Donor Fund offers a solution, allowing dual taxpayers to claim ‘Gift Aid’ in the UK while still benefiting from a tax deduction in the US.

For more information, go to our CAF American Donor Fund (CADF) Information page or download the CAF American Donor Fund (CADF) fact sheet.

To get started, contact our office.

Learn More



TED Video Pic

Ted Hart, CAP®, CEO of CAF America, who is a Chartered Advisor in Philanthropy, recently taped an international grantmaking segment at The American College for Financial Services. Click the image above to view the video.

Download our fact sheet on:
CAF American Donor Fund (CADF)
A smart solution for dual US/UK taxpayers
Donor Advised Gifts (DAG)
Donor Advised Funds (DAF)
Invested Donor Advised Funds (IDAF)


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Learn smart solutions to giving both domestically and globally; how to engage in the philanthropic conversation; and how to deepen client relationships and grow your practice.

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TED Video Pic

Ted Hart, CAP®, CEO of CAF America, who is a Chartered Advisor in Philanthropy, recently taped an international grantmaking segment at The American College for Financial Services. Click the image above to view the video.