Perspective

Donor-advised funds: flexible, effective giving


It’s not necessary to set up a charity or other formal structure through which to give. Effective giving can often be achieved more conveniently – and with the same level of tax benefit and direction – via another structure, known as a donor-advised fund.

There are other benefits too.

The donor-advised fund, or DAF, is operated by a recognised charitable organisation in partnership with a wealth manager like Cazenove Capital. Contributions made into a DAF can’t be withdrawn. But the donor, acting as adviser to the fund, can choose which charities should benefit from any distributions.

Watch the video to discover more or speak to your Cazenove Capital contact.

This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. 

Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.

All data contained within this document is sourced from Cazenove Capital unless otherwise stated.