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Philanthropy Strategy Planning

Enhance your philanthropy with our comprehensive guide

We can help you navigate a complex financial landscape. Reach out today to learn how.
We can help you navigate a complex financial landscape. Reach out today to learn how.
Contact us

Are you ready to make an Impact?

For many of our clients, creating positive social change is a critical component of their overall wealth management strategy.

At J.P. Morgan Private Bank, we offer in-house expertise in the form of The Philanthropy Centre. By leveraging the experience, knowledge and network of our global team of advisors, we offer well established guidance. To help you navigate your grantmaking goals, we’ve compiled some helpful materials, designed to increase the effect of your contributions.

Discover our resources below, and get in contact if The Philanthropy Centre can support you on your journey.

Philanthropy can be incredibly powerful. It has the power to be nimble, risk tolerant and flexible. We're passionate about being a partner to our clients on that journey, helping them to accelerate and elevate their impact.

Defining Impact

For many, the idea of ‘giving back’ is a crucial component of a well-managed wealth strategy. What does impact mean to you? What change do you want to see your philanthropy play a role in?

Why?

Identify your values and motivations for giving.

When?

Considering short and long-term impact and the timescales required for implementation.

How?

Examine the methods you’ll employ, then outline the best course of action.

What?

Pinpoint what you want your support to achieve.

Whom?

Decide the roles and responsibilities of those involved in your philanthropy.
Find out about the resources needed to plan your philanthropic strategy.
Learn more

Due Diligence

Learn more about the ways you can get to know—and trust—the causes you wish to support.

Joining a Non-Profit Board

When you work with organisations that share your philosophies, collaboration can be a rewarding process. But where do you begin?

Reflect on your objectives

What exactly do you want out of this position, and what do you have to offer in return?

Launch your search

Align yourself with institutions that share your values. Learn more about their aims and advisory teams.

Lead with purpose

Acknowledge the responsibilities of being a board member. Use your new role to create the impact you want to achieve.
Want to learn more about how to join a non-profit board?

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