Philanthropy as an intentional expression of giving

Giving takes many forms, from spontaneous generosity to structured, long-term commitments. Effective philanthropy requires insight, purpose and a sustained commitment to creating lasting change. The focus is no longer whether to give, but how to give in a way that truly changes lives.

Who we advise

Individuals and families

Joining you at the beginning of, or during, your philanthropy journey, we provide expert guidance on how to best align your giving with your personal values.

Corporates and business foundations

Helping to turn responsibility goals into focused and measurable community impact through advice, structure and long-term support.

Non-profit organisations

Building financial resilience through investment, governance and sustainability solutions, enabling NPOs to deliver on their mission with greater confidence.

Where we specialise

Philanthropy advice

Guidance to define purpose, clarify giving goals and shape a sustainable strategy.

Structuring advice

Support to establish giving structures that are legally sound, tax-efficient and built for long-term sustainability.

Wealth management advice

Guidance on investments to ensure philanthropic capital supports ongoing, sustainable giving.

Investment services and grant-making

Assistance to identify credible organisations, assess them thoroughly and ensure donations deliver measurable outcomes.

Administration and compliance

Support to meet fiduciary, administrative and reporting requirements so giving structures operate responsibly.

Giving sustainably during your lifetime and beyond

Expert philanthropic advice to ensure your money has a life beyond your own. Specialist and impartial guidance ensures giving remains sustainable, effective and impactful during your lifetime and thereafter.

Get in touch

Call us on 0800 111 263

Call us

Call us toll free on 0800 111 263. If you are calling from outside of South Africa, dial +27 102 174 739.

Email

Email us

Our dedicated staff will assist you with general support and queries.

Join Private Wealth

Ready to integrate philanthropy more intentionally into your holistic wealth plan? Our advice specialists can help you structure your giving so that it truly changes lives.

The Giving Report

The Giving Report is a comprehensive survey of the giving behaviour among high-net-worth individuals in South Africa. It provides unique insight into how much money, time and goods are donated, and what really motivates giving.