Insights from the Charities Aid Foundation Financial Advisor Survey: Philanthropic Trends and Client Conversations
The philanthropic landscape is evolving faster than ever, influenced by a blend of emerging donor priorities and innovative funding models. Insights from the 2024 CAF U.K. Advisor Survey and the Charities Aid Foundation (CAF) and CAF America donor teams provide a lens...
Navigating Donor Trends: How Financial Advisors Can Thrive During the Great Wealth Transfer
Over the next few decades, financial advisors will be invaluable partners to clients during the unprecedented $70 trillion wealth transfer. This blog explores key donor trends, the growing importance of philanthropy in financial planning, and actionable strategies for...The Power of Opportunity: YWCA KL Supports Women in Kuala Lumpur, Malaysia
This spring, CAF America sent 14 of our colleagues to eligible charitable partners around the world for the 2024 annual Site Visit program. Our staff engage in these nonprofit site visits to gain local context to tailor grant strategies effectively, enhance risk...