Philanthropic Services

Philanthropic Services is a dedicated business area established to further JBWere's tradition of helping the non-profit sector.

The Philanthropic Services team works with individuals to incorporate philanthropy into an overall strategy that integrates their financial planning, estate planning and intergenerational wealth transfer objectives. An understanding of structures available for philanthropic giving is essential if you wish to incorporate charitable giving into your overall wealth management plan. The Philanthropic Services team can help you with this to tailor a solution that meets your individual philanthropic goals.

The Philanthropic Services team aims to ensure mutually beneficial outcomes and relationships between investors and the non-profit sector.

The Philanthropic Services team presents at seminars and conferences both in Australia and internationally on issues facing the non-profit sector, current trends and other related issues.

Their key areas of expertise include:

Philanthropic Services

Providing strategic advice for grant makers and social investors including individuals, families, companies and other specialist entities.

Non-Profit Services

Assisting non-profit groups to manage a range of issues including governance, investment management and the generation of ongoing support.

Innovation and Developments

Developing new services that integrate for-profit and non-profit capabilities.