The value of expert advice on philanthropic giving

Philanthropic giving is about more than just giving to others. It is driven by a passion for making a sustainable long-term difference in the world, and investing time, energy and money in a specific cause. It’s also about structuring this investment to have the desired impact. Financial management is an integral part of achieving this. It is not only complex, but time-consuming as well, and our philanthropic specialists have the expertise to provide advice, give administrative support, and monitor elements of the giving process, while you focus on the other aspects of your life.

What are your personal philanthropic goals?

It doesn’t matter how small or large your goals are – if your giving is well structured, it can have a lasting positive impact.

Ask yourself the following:

  1. Is your personal giving well structured, sustainable and creating the impact you envisioned?
  2. Do you need to review your business or corporate social investment (CSI) strategy?
  3. If you are a non-profit organisation, are you optimising your finances and are you confident that your organisation is operationally and financially sustainable?

Partnering with a philanthropic specialist can optimise the impact of your giving

Planning plays an important role in the success of your giving initiatives. Philanthropic specialists have the know-how to help you plan your giving strategy by clarifying goals and values, identifying aligned funders and foundations, supporting and facilitating discussions between you and your family members, assessing the impact of your donations, and identifying giving opportunities.


We help you plan your giving according to changes that affect your finances


With expert philanthropic advice, you save time without neglecting your desire to give

Our lives are busy with the personal and business pursuits we deal with daily. For someone with the heart and means to help those less fortunate, life becomes even busier with the ever-present desire to give. This is where our philanthropic specialists come in to hear what your causes of interest are, how you wish to make an impact, and where you can make the best impact. They research, monitor and liaise with the relevant non-profit organisations, especially in cases where you prefer being an anonymous donor. 

Philanthropic giving is very personal, which is why our advice is too

Just like financial planning, philanthropic planning is also flexible in that it looks at you or your situation individually and the advice that follows is tailored specifically for you. Our philanthropic specialist coordinates with your financial planner, wealth manager or private banker to see when, how much, and how often you can give. If there is one thing the pandemic has taught us, it is that life is unpredictable. We help you plan your giving according to changes that affect your finances.

Our award-winning specialist philanthropy office provides advice and expertise to foundations, NGOs and families who wish to leave a sustainable legacy behind

We have received awards for excellence in philanthropic advice and social impact investing in South Africa for 5 consecutive years in the Euromoney Private Banking and Wealth Management Survey. You can be confident that when you partner with us, you are truly putting your money to work in the most effective way.