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Philanthropy

The Baillieu Approach

At Baillieu, we believe in harnessing the power of wealth to promote the welfare of others. Which is why we have a dedicated team of specialists on hand to offer expert guidance for both philanthropic contributors and non-profit organisations.

Whether you’re planning on providing social capital or expecting to receive it. With our carefully considered advice at hand, you can be sure you’re making a difference.

Individuals and Families

Choosing a philanthropic endeavour can be a very personal choice; one that likely carries much meaning for you and your family. That’s why our advice is tailored to you, and you only.

We’re here to help discern the most effective giving options for the causes and organisations that speak to you. Then, we’ll go about planning, structuring and implementing your contribution. All so your family can work together to make a change for the better.

In addition, our team is here to advise you on:

Growing Philanthropy

  • Presentations on effective philanthropy
  • Events highlighting outstanding social enterprises and organisations
  • Networking opportunities to share learning with peers

Ethical-Socially Responsible Investing

  • Bespoke investment strategies consistent with your objectives
  • Investments (not just giving) that make a difference

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Non-profit Organisations

Baillieu’s expert advisers are highly experienced in working with non-profit clients. Indeed, it’s an area that we’re unreservedly passionate about. First and foremost, we’re here to offer you a service you can trust – complete with advice that is tailored to you only.

As well as guiding you on how to achieve the most with your financial resources, we provide bespoke investment advice and risk management on everything from effective investment governance to industry regulations.

In addition, our team is here to advise you on:

  • Philanthropic Services and Developing Philanthropy
  • Presentations on industry trends and developments
  • Events highlighting ‘best practice’ governance, risk management and development strategies
  • Networking opportunities to share learning with peers
  • Investment Management
  • Tailored investment solutions considering your objectives, income needs and cash-flow considerations
  • Explicit consideration of the tax advantages of non-profit organisations
  • Ethical-Socially Responsible investing for your circumstances
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