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Make philanthropy an integral part of your life

Providing specialist philanthropic advice and services for impactful, sustainable giving.

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?
Here’s what to do:

  • Contact your wealth manager.
  • 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. 



Disclaimer

Nedgroup Private Wealth (Pty) Ltd and its subsidiaries (Nedbank Private Wealth) issued this communication. Nedgroup Private Wealth is a subsidiary of Nedbank Group Limited, the holding company of Nedbank Limited. ‘Subsidiary’ and ‘holding company’ have the same meanings as in the Companies Act, 71 of 2008, and include foreign entities registered in terms of the act.

There is an inherent risk in investing in any financial product. The information in this communication, including opinions, calculations, projections, monetary values and interest rates, are guidelines or estimations and for illustration purposes only. Nedbank Private Wealth is not offering or inviting anyone to conclude transactions and has no obligation to update the information in this communication.

While every effort has been made to ensure the accuracy of the information, Nedbank Private Wealth and its employees, directors and agents accept no liability, whether direct, indirect or consequential, arising from any reliance on this information or from any action taken or transaction concluded as a result. Subsequent transactions are subject to the relevant terms and conditions, and all risks, including tax risk, lie with you.

Nedbank Private  Wealth recommends that, before concluding transactions, you obtain tax, accounting, financial and legal advice.

Nedbank Private Wealth includes the following entities:

  • Nedbank Ltd Reg No 1951/000009/06 (NCRCP16) (FSP9363).
  • Nedgroup Private Wealth (Pty) Ltd Reg No 1997/009637/01 (FSP828).
  • Nedgroup Private Wealth Stockbrokers (Pty) Ltd Reg No 1996/015589/07 (NCRCP59) (FSP50399), a member of JSE Ltd.

Additional Information

Connected Wealth

Read more

We connect you to so much more than great advice. We provide insights, technical expertise, global opportunities, and a wide range of solutions and services.

Our philanthropy offering

Read more


Your feedback matters

Please take a moment to give us your suggestions

Give us your suggestions.

Contact us

0800 111 263
contact@nedbankprivatewealth.co.za
Call me back

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Useful links & Contacts

Your feedback matters

Please take a moment to give us your suggestions

Give us your suggestions.

Contact us

0800 111 263
contact@nedbankprivatewealth.co.za
Call me back

Important links

Disclaimer
Legal
FICA
FATCA/CRS
Fraud awareness
Depositor insurance

Legal notices
Client feedback
Privacy policy
LinkedIn
Facebook
Twitter
Instagram
YouTube

Nedbank Private Wealth includes the following entities: Nedbank Ltd Reg No 1951/000009/06 (NCRCP16) (FSP9363) | Nedgroup Private Wealth (Pty) Ltd Reg No 1997/009637/01 (FSP828) | Nedgroup Private Wealth Stockbrokers (Pty) Ltd Reg No 1996/015589/07 (NCRCP59) (FSP50399), a member of the JSE. Please note that our calls may be recorded.

Nedbank Private Wealth includes the following entities: Nedbank Ltd Reg No 1951/000009/06 (NCRCP16) (FSP9363) | Nedgroup Private Wealth (Pty) Ltd Reg No 1997/009637/01 (FSP828) | Nedgroup Private Wealth Stockbrokers (Pty) Ltd Reg No 1996/015589/07 (NCRCP59) (FSP50399), a member of the JSE. Please note that our calls may be recorded.

Connected Wealth

Read more

We connect you to so much more than great advice. We provide insights, technical expertise, global opportunities, and a wide range of solutions and services.

Our philanthropy offering

Read more

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