By browsing our website, you accept the use of cookies. Our use of cookies is explained in our privacy policy.
Click the PRODUCTS & SERVICES button on the left to expand it again.
Ok. Got itGetting expert advice about your philanthropic giving can ensure you make the impact you intend to and meet your goals.
Make a lasting impact by accessing specialist advice about philanthropic giving
Being able to make a positive difference in the world is a great privilege. Having a strategy that maximises the impact of your giving, however, requires technical expertise, experience and time – which is what a philanthropy specialist offers.
To ensure your giving has the impact you intend, it’s best to get specialist advice.
Most donors want their philanthropic proceeds to be used effectively and to find joy and satisfaction from their giving. But navigating the world of philanthropy can be a challenge. Knowing how and where to give to maximise impact requires experience and expertise. Even if you do have considerable knowledge about philanthropy, you may not have the time to develop and implement a strategy. This is where a philanthropic specialist can help. Philanthropic specialists are individuals or teams hired by a donor or family to navigate the how, what, and why of giving and to improve charitable outcomes.
When can you benefit from the expert advice about philanthropic giving from a specialist? | |
When your philanthropic efforts require more time and focus than you can afford to give to it. | Anyone who has attempted any form of financial planning knows how time-consuming it can be. In fact, it is one of the reasons why many people appoint a financial planner or wealth manager. Philanthropic planning can be equally demanding and complex. If you don’t have sufficient time to dedicate to your philanthropic efforts, a philanthropic specialist can:
|
When a change in your financial situation enables you to give more. | If you have received a financial windfall and have more to give than in the past, a philanthropic specialist can help you clarify your charitable priorities and motivations and put a well-defined plan in place, so that you can be confident in your decisions. |
When you would like in-depth information about a specific cause. | If you are interested in supporting a specific topic or issue, a philanthropic specialist can use their expertise to conduct research, look for key funding opportunities, and identify high-impact organisations that are working in the particular sector or area. |
When you want to understand your charitable impact. | A philanthropic specialist can help you:
This tracking also can inform discussions about potential adjustments to your giving strategy. |
Philanthropic advisors provide a wide range of services that can help you optimise your giving. | |
Design a strategy or plan for giving. | Help you clarify your values, mission and goals. |
Identify other aligned funders or learning partners. | Help donors who wish to make a bigger impact in a specific area to identify like-minded individuals with whom to meet and collaborate. |
Support and facilitate discussions among families. | Giving together as a family can be a rewarding experience, but it’s not always easy. Philanthropic specialists can:
|
Evaluate the impact of donor grants. | Help you understand how and if your giving is leading to the outcomes you hope to achieve. |
Identify giving opportunities and carry out plans. | You may know what causes are important to you but still need assistance finding the right non-profits and giving opportunities. Philanthropic specialists use their expertise and professional relationships to match your charitable vision with suitable organisations or projects, and can help structure the funding agreements as well. |
Coordinate with your financial planner or wealth manager and other advisors. | Philanthropic specialists focus on matters related to the distribution of charitable assets. However, it is critical that they work with your financial planner or wealth manager, tax attorney, estate planner and other experts involved in your financial matters to determine:
|
How you work with a philanthropic specialist will be determined by your specific goals and timeframe.
There are several approaches to working with a philanthropic specialist. The nature of your philanthropy goals and timeframe will determine which approach may be most suitable for you, which will in turn also inform your level of engagement with your philanthropic advisor. Below are the three high-level approaches:
We offer award-winning philanthropic advice and services.
At Nedbank, we are committed to growing and strengthening the philanthropic and social sector in South Africa. Through our Philanthropy Office we seek to share our expertise, impartial advice and a range of proven services to help ensure your giving is well-structured, sustainable and having the impact you envision as an individual, family or business. We have won the philanthropic advice category of the prestigious Euromoney Private Banking and Wealth Management Survey for five consecutive years. This means you can have peace of mind that you are partnering with the best. We also provide advice and support to non-profit organisations to help ensure financial resilience and sustainability.
Want to know more about how our philanthropy specialists can help you? Here’s what to do:
DISCLAIMER
This information is for general information purposes only and is not legal advice.
Give in an impactful and meaningful way with our philanthropic expertise and advice.
Structure your giving to ensure that it is sustainable with our award-winning philanthropic advice.
Give in an impactful and meaningful way with our philanthropic expertise and advice.
Structure your giving to ensure that it is sustainable with our award-winning philanthropic advice.