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Company

Charities Aid Foundation

Index

Family Fortunes & Philanthropy

Philanthropy Advisers

Location

London, United Kingdom

Advice type

Donor advisory

Philanthropy

US-UK tax

Sector focus

Financial Services

Accounting

Business and Consumer Services

Profile

Mark Greer

Description

Mark Greer is described by peers as ‘incredibly knowledgeable about the charity and social enterprise finance sector’ with an ‘outstanding record of success’. Indeed, his work with the Charities Aid Foundation makes it easier for individuals, corporations, trusts and foundations to give to charity has been paying off. ‘This year the CAF American Donor Fund, part of our private client practice, had its fourth straight year of exponential growth and has now doubled in size on every measure in four years,’ says Greer.

The head of private clients runs the CAF Trust along with the American Donor Fund, both of which offer wealthy individuals an alternative to setting up their own foundation:‘Instead they set up an account with us and we do all the admin, the governance work, the compliance work, the reporting to the Charity Commission and Companies House... We take away the hassle that comes with charitable giving on a larger scale.’

Greer aims ‘to provide an excellent service that takes the admin and risk out of giving, in order to allow clients to focus on the more enjoyable sides of their philanthropy’. The latter part of this is key; he is passionate about forging and developing for clients a relationship with giving: ‘Philanthropy is an expression of who people are,’he says.‘How would you like the world to be changed for the good because of the wealth that you have created?’

This notion of ‘good giving’ is central to CAF’s philosophy. ‘Good philanthropy always has a clear understanding of what it’s designed to achieve,’ says Greer. You also need the humility and flexibility to learn things along the way – for example, many are reluctant to fund overheads or salary costs, ‘but charities need those things to operate’, says Greer. ‘Properly backing charities, attaching as few strings as possible, and giving them the flexibility to do their work all adds up to a recipe for good philanthropy.’

Greer follows a ‘friendly but professional and reliable’ mantra, which is key in guiding clients through the experience of philanthropy, as it is such a personal journey. ‘Philanthropy is a great opportunity to get to know clients, and their families, in a deeper, more personal way,’ he says. ‘This is key to developing a more personal relationship and really understanding what the client wants to achieve with their giving.’

Rank: Top Recommended

Top Recommended 2020, Philanthropy Advisers

Email

mgreer@cafonline.org

Phone

0300 0123 614

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