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 

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

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

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

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