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Discoving a deeper purpose

We understand that true wealth goes beyond financial assets. It can mean a deeper sense of purpose and the desire to make a positive impact in the world. That’s why we offer a range of services tailored to your specific needs and desire to give philanthropically.

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Working with you

Our team of experts can guide you on your philanthropic journey, helping you channel your wealth, time or talent towards meaningful causes.

We take the time to understand your unique goals and values and provide personalised guidance to help you shape your philanthropic strategy.

We have a range of options designed to support and enhance your philanthropic endeavours and how these can be incorporated into your individual bespoke wealth plan. These include:

  • Legacy planning
  • Ongoing gifting
  • Values based investing
  • Education of heirs

Get in touch today

Find out how we can help you. Call 01624 645000 or email [email protected]

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Giving your time, your wealth or talent

  • Giving your talent or time

    Whether it’s mentoring aspiring entrepreneurs, sharing professional expertise with nonprofits, or using artistic talents to bring joy to communities, the act of giving one’s talent can create a profound impact that goes beyond monetary value.

    You could use your skills, knowledge and passion to support causes that you care about. We can help you plan how your assets can help free up your time to enable you to do that.

  • Giving your wealth

    Giving during your lifetime can be very rewarding, especially if you can measure or experience the impact for yourself.

    This could be regular gifting from income, which is distributed to a cause periodically in order for you or your family to retain an element of control, or a large one-off gift.

    Depending on the size of the gifts and the intended longevity, you may wish to consider setting up a vehicle for giving or gifting in your will.

    We can help you assess the impact of your giving through cashflow planning and wealth planning.

PHILANTHROPY

WHAT’S IN IT FOR YOU?

  • Furthers your status

    Philanthropy can have a social aspect, a way of networking and socialising. Like-minded people with like-minded values involved in fundraisers or projects that speak to those values bring about a social club of sorts, where not only philanthropy flourishes, but business deals can also take place.

  • Enrich your life

    Giving you a sense of purpose and fulfilment. Whether you are retired, considering retirement or still working, Giving your time, wealth or talent can benefit both the cause and you.

  • Bring your family together

    United under a common purpose. A shared passion to do good together that can inspire your family for generations.

  • Educate the next generation

    Family run projects can be an effective in educating younger generations in critical thinking and leadership, financial management or as a means of passing on some of your core values.

  • Have fun

    As one of our clients said: “why give only in your will? Where is the fun in that? I want to witness the effect that the project I am involved in has on other people.

Frequently asked questions

Nedbank Private Wealth

Why should I consider philanthropy?

Philanthropy can enrich your family’s financial position as well as your life.

Do you offer a philanthropic investment strategy?

We tend to find that our clients already have causes they wish to partner with, so we do not offer a philanthropic strategy with pre-selected causes. We can help you structure a strategy to benefit the cause (or causes) closest to your heart.
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We have helped countless high net worth clients with their financial needs – some straightforward, some complex. Our bespoke approach, where we really get to know our high net worth clients, allows us to offer solutions that other wealth planners and private banks aren’t able to.

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Find out more

Contact your private banker or our client services team to learn more about how our philanthropy services can help to empower you to make a meaningful difference in the causes you care about most, while leveraging our expertise and resources for maximum impact.

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Find out more about our teams in the UK, Isle of Man, Jersey and Dubai here

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Frequently asked questions

Nedbank Private Wealth

Why not just gift the money instead of considering philanthropy?

Some reasons to consider philanthropy over a one-off payment to a cause or charity are:
  • You may wish to retain an element of control.
  • You may wish to have the ability to change which cause you are support in future.
  • You may wish to ensure that the money you give is achieving what you intended it to achieve, and to stagger your giving as a safety mechanism.
  • You may wish for your giving to continue for a long time.
  • Your giving might have additional objectives associated with it. For instance, you might wish to involve your children in philanthropy so that they learn the value of money, how to read financial reports, gain board experience or regularly interact with financial professionals.

Where do I start with philanthropy?

Start by considering what you want to achieve with your giving and why. Then contact us, we can help you explore your philanthropic ambitions and formulate a plan to achieve them.