What are Donor Advised Funds?

We spoke to Lyn Tomlinson, Head of Impact & Philanthropy at Cazenove Capital, to discuss donor advised funds. 

A donor advised fund account is a philanthropic fund established under a charity, that administers the fund to benefit specific causes on behalf of a donor.

These are very popular in the United States, but less so in the UK, so Lyn explains why. 

We also discuss the growing client demand for impact investing in a balanced portfolio, in the shadow of COP26 and ESG regulation.