Philanthropy Centre

Helping you make a difference. Philanthropy is not about giving money, but about solving problems.

Philanthropy

We are bound by the belief that together we can make a difference - for our clients, for society and for the future. This extends to our philosophy centre, providing you with a structure and co-ordinated mechanism, supported by expert advise and management, through which you can donate to causes you are passionate about.

Change means taking action

Getting involved and taking action is the critical part. This is where strategy, impact and vision blend.

Individuals

Your philanthropy vision

Establishing a private foundation trust is one way in which families can create a lasting legacy. We will help you set up a private foundation trust and ensure compliance with all necessary regulatory and legislative requirements. What is important is to see your gratuitous giving benefitting both the communities and the causes that you seek to support through a structured social investment and achieving your philanthropy objectives well into the future.

We will assist you to apply for the relevant tax exemptions and registration as a Public Benefit Organisation (PBO). Facilitate registration and setup and tax exemption applications. We can serve as the operational office for the administration of your foundation trust, identify and approve causes/organisations and monitor and report on the utilisation of the grants/donations.

Organisations

Measurable impact

For Public Benefit Organisations (PBOs)
We assist existing Public Benefit Organisations (PBO's) to comply with relevant legislative requirements. We can serve as the operational office for the administration of your public benefit activities, identify and approve causes and Non- Profit organisations, monitor and report on the utilisation of the grants/donations. All approved causes and NPOs will undergo the necessary due diligence process.

For Non-profit Organisations (NPOs)
We also work with Non-Profit organisations in fulfilling their public benefit activities. A Non-Profit Organisation can be associations, charities, corporates, and other voluntary organisations formed to further public service objectives. We assist these organisations to comply with relevant legislative requirements including tax exemptions approval. We assist them in identifying and matching donors. We work with the NPO's to monitor and report on the utilisation of the grants/ donations.

CSI

South African companies are playing a significant role in the societal transformation through their Corporate Social Investment (CSI) initiatives. CSI encompasses projects that are external to the normal business activities of a company and are not for purposes of increasing company profit. Having a Socio-Economic Development (SED) structure enable CSI initiatives to be more effective and impactful. A company's funding of Corporate Foundations trust will qualify for SED points, distributions to beneficiaries can only be made after careful consideration and due diligence of the intended beneficiaries.

These projects are developmental in nature and utilise company resources to benefit and uplift communities. We assist corporates who have existing CSI programmes or who want to set up such structures with, effective administration, governance, facilitated due diligence of beneficiaries and approval, monitoring and reporting.

Taking action leads to results

Our Philanthropy Centre's team of experts can ensure results. They are equipped to set up, manage and maintain your philanthropic goals.

Set up

We take care of everything from drafting the legal documentation to registering your entity, making the setup process simple and hassle-free for you.

Financial investment

We help you optimise donor capital through tailored investment solutions, ongoing fund management, and regular monitoring and reporting, balancing short-term liquidity needs with long-term growth.

Due diligence

We identify and assess suitable beneficiaries through sourcing, research, and due diligence checks, while providing grant administration, impact monitoring, and governance guidance.

Relationship management

We act as your single point of contact for third-party relationships, managing communications, screening funding requests, and providing recommendations to support informed funding decisions.

Administration

We provide end-to-end administration services, from appointing independent professional trustees and managing meetings to handling accounting, tax submissions, payments, bank accounts, and ongoing monitoring.

Stories of hope

Stories of success indicate that our philanthropic endeavours are thriving. We believe finding the right partner can make the difference, transform our society, and ultimately tell the success stories. FNB Private Wealth's Philanthropy Centre experts will work in partnership with you, ensuring that your foundation is effectively administered to achieve maximum results.

Make a difference

Get in touch

Email philanthropycentre@fnb.co.za