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Transatlantic Wealth & Estate Planning: New York
November 20 2024
Convene at 101 Park AvenueNew York City

Joe Crome
Head of CAF American Donor Fund at CAF American Donor Fund
Speaker

Profile

Joe Crome is the head of Charities Aid Foundation American Donor Fund (CADF), where he heads up a team who specialise in supporting US/UK dual taxpayers. CADF is a dual qualified Donor Advised Fund, which enables his clients who file tax returns in both the US and UK to achieve dual tax relief on all of their charitable giving worldwide.

Joe has spent 16 years within the charity sector. Before joining CAF, he was Director of Philanthropy at a Community Foundation, where he supported and advised high net worth families with their giving within their county.

Joe's expertise specialises in charitable grantmaking regulations in the UK and US, donating complex assets, philanthropy advice for individuals and families, and anti-money laundering and related due diligence pertaining to charitable donations.

Joe recently completed the Chartered Advisor in Philanthropy designation with the American College of Financial Services, the only adviser working in the UK to have done so. He also holds the Advanced Certificate in International Anti-Money Laundering from the International Compliance Association.

Agenda Sessions

  • Examining policy changes and impacts on philanthropy and charitable giving

    14:45