Our philanthropy services

Our philanthropy services inclide 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: