Philanthropic Services
For purpose and performance: partnering with you to contribute towards positive, lasting impact in the world, while preserving and growing your capital - guided by your values
Your Partner in Purpose
JBWere has long supported for-purpose organisations and philanthropically minded individuals, families and business owners to invest wisely and with purpose. We understand that careful management of assets is just the beginning — and that many of our clients are driven by a broader goal to contribute towards better social and environmental outcomes.
Meet the Team
Through our partnerships across the for-purpose and private sectors, we have developed deep insights into the trends, challenges and opportunities that shape impactful giving and investing. Our dedicated team of specialists is committed to bringing our senior for-purpose experience and partnerships to inspire, educate and support you in contributing to positive change and sustainable outcomes, in the causes and places that you care about.
Combined, the Philanthropic Services Team at JBWere New Zealand has a depth of more than 80 years of for-purpose sector experience and leadership across its four members; this expertise expands to a team of 13 when we include our nine colleagues at JBWere Australia’s Family Advisory and Philanthropic Services to deliver extensive trans-Tasman capabilities to our clients.
Economic Value of the Sector
Measuring Aotearoa New Zealand’s for-purpose ecosystem
This Report is the latest in a series of research and insights produced by the specialists in the JBWere Philanthropic Services team and forms a key part of our commitment to you and your legacy planning.
JBWere advisers, supported by the Philanthropic Services team, are well placed to help guide discussions on family values and philanthropic goals, using insights from our Bequest Report to create a shared vision for your family’s charitable giving—now and in the future.
We walk our talk too
JBWere’s team actively participates in the ‘for-purpose’ sector in a fiduciary role, by some bespoke sponsorships and by our commitment to volunteering. It’s how we are able to understand, first-hand, the unique set of issues faced by purpose-led organisations that must invest in a manner that satisfies their diverse stakeholders and in environments with a heightened focus on quality governance.
Publications
Explore our latest Philanthropic Services research and insights, developed to deepen understanding of the trends, challenges and opportunities shaping Aotearoa New Zealand’s for-purpose sector. Our publications bring together research, sector expertise and practical perspectives to support informed decision-making and help individuals, families and organisations create lasting impact.
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