Philanthropy Advisers
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03000 123248
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The Charities Aid Foundation helps people and businesses support the causes they care about by giving helping charities access and understand the essential services they need. For charities, they provide simple and straightforward day-to-day banking and fundraising services, freeing them up to concentrate on the real work of making a difference. Their mission, says Kelly Cox, a senior Private Client Manager at the firm, is to ‘motivate society to give ever more effectively, helping to transform lives and communities around the world.’ Founded roughly 90 years ago, they find the most effective and efficient ways to connect donors to the causes that matter to them and for money to get where it’s needed. Described by colleagues and clients as someone who ‘gets things done’, Kelly Cox is at the heart of this organisation. She manages around 180 clients with a wide variety of international requirements. These clients are a huge source of philanthropic endeavours, and her clients have a portfolio value of around £60 million. Keeping them happy and ensuring that their needs are being met goes beyond the usual corporate incentives; here, Cox’s skill at her job is helping to save lives around the world. Her business background is makes Cox incredibly well-suited to enabling private-client philanthropy. Prior to joining CAF, Cox had worked her way up through the ranks at BT, starting in 1989 as a Customer Service Manager Private clients expect nothing but the best. Her proven track record in developing existing relationships and acquiring new clients, as well as experience working with trusts and foundations, legacies, corporate giving, giving circles, and product and service development, means that those clients can get the service they need. CAF, she tells me, are extremely focused on achieving the greatest social return on philanthropic investment, and Cox places a lot of emphasis on the need for transparency, ‘we need to demonstrate that the money invested is helping to add value to projects in real terms,’ says Cox. ‘There are so many different ways in which you can use the resources you have available to achieve social impact, it can be quite bewildering. Our job is both creative and advisory; we help people to become the sort of philanthropist that is not only deeply engaged with the projects they support, but also assured that their investment is doing good.’

Kelly Cox