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
Making a difference
Building on the broader investment capabilities of JBWere, our Philanthropic Services team helps ‘for-purpose’ organisations and philanthropic groups to deliver on their mission with:
Tailored strategic advice to deliver to your purpose.
Education and development opportunities to enhance the capacity to execute your strategy.
The Bequest Report 2025
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.
We walk our talk too. JBWere’s team actively participate in the ‘for-purpose’ sector in both volunteer and fiduciary roles. It’s how we’re able to understand first-hand the unique set of issues faced by organisations that must invest in a manner that will satisfy diverse stakeholders, in environments where there is a heightened focus on governance.
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