|Cash management services||
|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||
|Day-to-day support||Specialised client relationship management with day-to-day advice to help you navigate any operational, regulatory and compliance issues|
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:
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:
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:
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