Philanthropy Strategy Planning
Enhance your philanthropy with our comprehensive guide
Are you ready to make an Impact?
For many of our clients, the passion behind creating positive social change and leaving a philanthropic legacy is a critical component of their overall wealth management strategy.
At J.P. Morgan Private Bank, we have in-house expertise in the form of The Philanthropy Centre who support clients throughout their journey towards making an impact. By leveraging the experience, knowledge and network of our global team of philanthropy advisors, we offer best-in-class guidance. To help you navigate your philanthropic journey, we’ve compiled some helpful materials, designed to maximise the impact of your contributions.
Discover our resources below, and get in contact if The Philanthropy Centre can support you on your philanthropic 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
How?
Examine the methods you’ll employ, then outline the best course of action
What?
Pinpoint what 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
Due Diligence
Ways in which 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? Consider what type of organisation you might wish to join.
Launch your search
Identify organisations in accordance with your values, learn more about them and their advisory boards.
Life as a board member
The responsibilities and reflections of being a board member, and the impact you have on the organisation in your role.
Want to learn more about how to join a non-profit board?
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
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Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
