Private philanthropy services

Shaping the future through philanthropy

For those looking to reshape the modern world, lend a hand to those in need, and guide the next generation forward, it can often feel difficult to make enduring changes to society without real and significant financial investment – which is what makes reputable and dedicated philanthropy services so important!

For more than 65 years, we’ve been helping wealthy individuals and families put their pursuit of important social causes, and their support of essential global charities, at the forefront of their financial plans and trust management services.

We are able to support you every step of the way, helping you to reach your philanthropic goals. 

What private philanthropy services do we offer?

When it comes to financial planning, we firmly believe that your philanthropy plans and charitable structures belong at the very heart of your overall wealth management strategy.

With that in mind, our dedicated philanthropy advisors will work with you to create a tailored donation plan, bespoke to your charitable aims, to help you get the most out of your philanthropic contributions.

Naturally, our specialist philanthropy advisors will work with you and your team throughout the donation process, from your initial vision and planning through to its implementation and the ongoing management of your charitable trusts and foundations, providing advice and support the entire way to guide the development of your philanthropy plan.

A dedicated philanthropic partnership

Whether you’re already involved in charitable projects or you simply intend to leave a sizable charitable donation in your will, our group of professional philanthropic advisors are here to provide a tailored service based on sound philanthropic practices – all of which is supported by the global capabilities of the HSBC Group.

No matter your philanthropic desires or needs, we’ll always aim to work in partnership with you to build and plan out your philanthropic strategy, no matter how ambitious your goals are.

Realise your philanthropic vision through bespoke strategies

We recognise that many philanthropic visions are driven by individual passions, which are essential to your personal growth and that of your family. Thus, we aim to implement a bespoke, strategic approach with our private philanthropic services.

Through dedicated research, we can formulate plans and direct activities built around the issues you feel passionate about to help you achieve significantly more for the causes you support.

And if you’re already engaged in philanthropy, then there can be considerable value in taking a fresh, objective look at your current philanthropic strategy. By reviewing your activities, programmes, projects and grants, you can make sure they remain closely aligned with your vision.

Our approach to philanthropy

Regardless of the depths and complexities of your philanthropic goals, every single one of our private philanthropic services holds to the same tried and tested approach:

1. Inspiring your philanthropy: There are many motivations for philanthropy and many ways to support your philanthropic interests. But it can take time to choose where you want to focus, which is why our team of advisors will never rush you into making a decision.
2. Developing your strategy: Understanding what you want to achieve with your donations is the first step in developing a powerful philanthropic strategy that will stretch into the future, and we’ll be there to support you in its foundations.
3. Establishing your charitable trust or foundation: With your philanthropic vision established, we’ll draw on our detailed knowledge of creating charitable trusts to help you establish a strategic approach to the operation and management of your philanthropic structure.
4. Supporting your charitable trust or foundation: We’re dedicated to helping ensure your trust operates smoothly and is well managed. Our comprehensive administrative services are designed to support the everyday challenges of running a successful charitable foundation, preventing any unforeseen obstacles from causing disruptions.
5. Reviewing and evaluating: The world is constantly shifting and the activities and projects you choose to support may need to change too. That’s why we’ll always be here to keep you informed and ensure we stay focused on your philanthropic goals today, and tomorrow.