Ready to make an impact? Your giving journey starts here.

At the Private Bank, we have seen how targeted philanthropy can help drive positive change in our world. We’re committed to helping you contribute to the causes you care about and to integrate your mission with your overall wealth plan.

Amplify your philanthropic goals

Talk to your J.P. Morgan team to learn more about your giving journey.

Choosing the right partner for your philanthropic journey

 

To help you practice strategic philanthropy, we provide thought leadership pieces, research and advice around many aspects of giving. If you have more complex philanthropic goals, you’ll have access to a J.P. Morgan team who can guide you through issues such as engaging the next generation and deciding between charitable giving vehicles.

What do I gain access to when working with J.P. Morgan for my giving strategy?  

 

You gain exclusive access to philanthropic leaders and professionals, whose experience can help take your giving to the next level. Our team helps individuals and families define their philanthropic interests, facilitates clear action plans, and measures the impact of charitable giving.

How does the firm's commitment to philanthropy and giving play a role at the Private Bank? 

 

J.P. Morgan’s firmwide commitment to being a leader in corporate citizenship only complements the Private Bank’s approach with broader experience and opportunity.

How long has J.P. Morgan helped clients through their philanthropy journey?


 

For over 160 years, the Private Bank has served as investment manager, fiduciary and advisor to the world’s leading philanthropists and charitable institutions.

Are you able to provide a customized experience for my giving needs?

 

We connect clients with like-minded peers and organizations to develop best practices and collaborate on opportunities to create meaningful and lasting change.

How much experience does the firm have in philanthropy? 

 

Our global team brings vast experience to the non-profit, public and private sectors—aiming to elevate all areas of your giving.

What is a donor-advised fund and how does it work?

 

A donor-advised fund (DAF) is a charitable giving vehicle administered by a qualified public charity. Donors establish a DAF and make an irrevocable, tax-deductible contribution to the DAF sponsor for subsequent disbursement to other qualifying charities.

 

 J.P. Morgan client survey 

A 2023 survey of U.S.-based ultra high net worth people shows the multiple—and diverse—reasons many wealthy individuals have for their philanthropy:

  • 41% feel a duty to give back to those less fortunate
  • 31% care to support organizations or causes because of religious convictions
  • 28% want to see their gifts make a difference in their local communities
  • 27% give because their family has a history of giving to certain organizations
  • 19% give because of tax planning incentives
  • 17% hope to receive recognition for supporting a specific organization or cause
 

The first rule of philanthropy: Know your “why”

Having a clear idea of the impact you hope to achieve is the best starting point for a process that is rewarding—and often complex. Each year as fall arrives, many wealthy families and individuals turn their attention to charitable giving. Donors—seasoned philanthropists to those just starting out—will be best served if they keep in mind: The most effective and satisfied philanthropists know what they want to achieve and, just as importantly, why they wish to achieve it.

READ MORE

Cultivating Leadership: How to be an effective nonprofit board member

Taking a leadership role in a nonprofit seeking to drive meaningful change can be a real source of pride and satisfaction—particularly when you do the job well. Working as a board member always requires a blend of intellectual passion and professionalism. But by learning to apply your skills more effectively, you can better champion a cause, influence the future, provide financial support and leverage your experience.

READ MORE

How to find meaning and purpose in a life of plenty?

For next-generation family members: Find your way forward by developing these four core competencies. In our experience, next-generation family members are more likely to pursue goals of their own choosing when they are encouraged to take full advantage of their families’ human, social and intellectual capital—not just their financial resources. As a result, among our most successful client families, we see younger family members developing four core competencies that help them lead meaningful lives.

READ MORE

What is the role of philanthropy in climate action?

The climate crisis is one of the most time-sensitive and far-reaching problems affecting society today, requiring the combined action of many groups – including philanthropists. Our Stewardship and Purpose report shows that Climate Change and the Environment are one of the top 5 causes families in our network care about, and whilst we have seen an uptick in the amount of philanthropic capital that is focused on our environment, the sector as a whole remains one of the smaller areas of philanthropy.

READ MORE

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While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.

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