You can make a difference, and we’re here to help.

It is an honour to be able to make a difference to a cause that you care about, and philanthropic giving is instrumental in extending this gift. Having enough time or money to give is not enough to achieve impactful giving. At Nedbank Private Wealth we are passionate about philanthropic giving, and are committed to providing you with specialist philanthropic advice and services for impactful, sustainable giving.

We are, after all, connected to the communities in which we live and work.

Besides meeting your personal wealth management needs, you can use your wealth to make a real difference in the world around you and leave a legacy. But finding the most effective way of giving your money a life beyond yours requires expert advice and specialised knowledge. This is where we can help. We offer specialist philanthropic expertise and impartial advice to ensure that your giving is sustainable and impactful.

Is your personal giving well structured, sustainable and having the impact you want?

As with all the investments and assets in your portfolio, you first need to have the basics in place. This means having a clear plan, documenting your goals and risks and then building your financial affairs around this plan. Our globally integrated wealth advisory and investment process will help you do just that. We will help you diversify your portfolio appropriately to ensure that you mitigate risks so that your investment and wealth can grow to ensure that your philanthropic giving outlives you. We will help you position your giving initiatives for continuation should you become incapacitated or when you pass away. This way your passion for giving and your loved ones will continue to benefit from your wealth and heart of giving.

Our philanthropic experts can guide you towards achieving impact through 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 by clarifying goals and values; identifying aligned funders; supporting and facilitating discussions between you and your family members; assessing the impact of your donations; investing wealth wisely (including selecting appropriately diversified investments and managing the risk of loss with appropriate portfolio construction techniques); and identify giving opportunities. Philanthropic giving can form a big part of your wealth and its transfer between generations.

We can help you structure your giving as an individual, family or private foundation.

Our philanthropic structures and solutions are tailor-made for you reality, preferences and wishes, enabling you to optimise your corporate social investment spend and ensuring the provisional management of and investment in the reserves of your non-profit. Whether you are new in philanthropic giving or looking to be more impactful about your giving, we have strategies and solutions for you.

Reach out to your wealth manager and ask them to connect you to one of our philanthropy specialists, who will help you give effectively and be fulfilled while doing so.

Want to know more?

• Contact your wealth banker.
• If you’re not a client yet and want to find out more about how we can help you, we would love to hear from you. Call us on 0800 111 263 or complete an online contact form.
• To find out more about our philanthropy offering, click here.