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Our philanthropy services

Our philanthropy team has the experience and expertise to help you make the most of your giving.

Our philanthropy services include the following:

Investment services
Cash management services
  • Invest in high-yielding money market funds or cash management solutions to maximise the money that is available for distribution or that is required to fund programmes and operational costs
  • Maximise the return 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 a foundation is self-sustaining 
 
Specialised tax, administration and compliance
Tax-effective giving and the governance and management of foundations through
  • Advice and tax approvals for organisations registered as public benefit organisations in terms of section 18A of the Income Tax Act, 58 of 1962
  • Administration of charitable foundations
Day-to-day support 
  • Specialised client relationship management with day-to-day advice to help you navigate any operational, regulatory and compliance issues

Expert advice and support to enable your giving

Whether you are an individual who wants to give to causes you care about or a business owner in need of a comprehensive corporate social investment strategy, our philanthropy team have the experience and expertise to help you make the most of your giving.

Individuals and families

Structure your giving to make a sustainable impact

Whatever your motivation for charitable giving, we can help you give your money a life beyond your own in a sustainable way by: 

  • Translating your ideas and giving goals into reality
  • Setting up your charitable foundation and structuring it optimally
  • Advising you on sustainable, responsible and effective giving

Corporate and business foundations

Optimise your corporate and social investment spend

Corporate social investment (CSI) is a key aspect of being a good corporate citizen.

To help you optimise your giving, we provide you with expert advice and support to:

  • Create your CSI strategy relative to your company's activities and goals
  • Make the most of the budget you have allocated to corporate giving
  • Set up the best structure through which to conduct your CSI activities and giving in a sustainable manner

Non-profit organisations

Expert support on optimising your non-profit’s finances

Financial sustainability and compliance with increasing governance and regulatory requirements are essential for any non-profit organisation. Well-invested reserves as part of a sustainability strategy allow organisations to deliver in financially challenging environments.

We help you structure your finances optimally with expert advice, proven expertise and support to:

  • Set up an organisation with non-profit objectives and structure it optimally
  • Improve your operational and financial sustainability 

Additional Information

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What do you think of the new site?

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Contact us

0860 111 263
contact@nedbankprivatewealth.co.za
Call me back

Important Links

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Nedbank Private Wealth, an authorised financial services provider through Nedgroup Private Wealth Pty Ltd Reg No 1997/009637/07 (FSP828), a registered credit provider through Nedbank Ltd Reg No 1951/000009/06 (NCRCP16), a member of JSE Ltd through Nedgroup Private Wealth Stockbrokers Pty Ltd Reg No 1996/015589/07, an authorised financial services provider (FSP50399) and a registered credit provider (NCRCP59).

Nedbank Private Wealth, an authorised financial services provider through Nedgroup Private Wealth Pty Ltd Reg No 1997/009637/07 (FSP828), a registered credit provider through Nedbank Ltd Reg No 1951/000009/06 (NCRCP16), a member of JSE Ltd through Nedgroup Private Wealth Stockbrokers Pty Ltd Reg No 1996/015589/07, an authorised financial services provider (FSP50399) and a registered credit provider (NCRCP59).

Internet Banking

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Nedbank Private Wealth app

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Manage your wealth on your mobile

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