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Why our philanthropy offering?
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Efficient structuring of your giving
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Investment management of your charitable organisation
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Grant-making services for impactful giving
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Fiduciary expertise and trust administration
Advisory and investment services
Cash management services
Invest in high-yielding money market funds or cash management solutions and maximise returns on unused grant funding and money not earmarked for reserves.
Tailor-made investment portfolios
Invest across asset classes as part of a longer-term giving strategy to ensure that your charitable organisation is self-sustaining.
Tax-effective giving and governance
Receive advice and tax approvals for organisations registered as public benefit organisations.
Day-to-day support
Make use of specialised client relationship management with day-to-day advice to help you navigate any operational, regulatory or compliance issue.
For individuals and families
We structure your giving to make a sustainable impact by:
- Translating your ideas and giving goals into reality
- Setting up your charitable trust and structuring it optimally
- Advising you on sustainable, responsible and effective giving
For business
We optimise your corporate and social investment (CSI) spend by:
- Assisting in the development of your CSI strategy relative to your company's activities and goals
- Making the most of the budget you have allocated to corporate giving
- Setting up the best structure to conduct your CSI activities and give in a sustainable way
Non-profit organisations
We provide expert support on optimising your non-profit’s finances by:
- Setting up an organisation with non-profit objectives and structure it optimally
- Improving your operational and financial sustainability.
The Giving Report
We are proud to present the fifth edition of The Giving Report, which builds on over a decade of in-depth research and incorporates invaluable feedback and suggestions of diverse stakeholders in the philanthropy sector.
See The Giving Report
