JBWere Philanthropic Services

From PhilanthropyWiki

Name: JBWere's Philanthropic Services Type: Established: Location: Focus: Chair: CEO: Website: www.jbwere.com.au/ourservices_wealthmanagement/philanthropicservices/index.cfm Related Pages: Click here for a list of pages related to this organisation.

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Contents 1 Philanthropic Services 1.1 Interested in managing your philanthropy more efficiently? 1.2 Links for individuals 1.3 Strategic Financial Planning

Philanthropic Services

The JBWere Philanthropic Services[1] team works with individual clients to incorporate their current interest in philanthropy into an overall strategy that integrates their financial planning, estate planning and intergenerational wealth transfer objectives.

An understanding of structures available for philanthropic giving is essential if you wish to incorporate charitable giving into your overall wealth management plan.

The JBWere Philanthropic Services team can help tailor a solution that meets your individual philanthropic goals.

Interested in managing your philanthropy more efficiently?

Read about the JBWere Charitable Endowment Fund [2], and how it can help you structure your philanthropy more efficiently.

Links for individuals

You can find more information on the products and services Philanthropic Services offer for individuals on the following page:

[3]

Strategic Financial Planning

Our taxation, estate planning, finance and superannuation professionals can assist you in tailoring a wealth creation strategy to suit your unique financial objectives.

[4]