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Philanthropic Services

Reliance Capital is committed to supporting the community. We seek to assist the philanthropic and not-for-profit sectors by promoting philanthropic activities across our client base.

How we can assist Clients interested in Philanthropy

The key areas in which we can help clients to achieve their philanthropic objectives are:

1. Working with private clients to incorporate their current interest in philanthropy into an overall strategy that integrates their financial planning, estate planning and intergenerational wealth transfer objectives.
   
2. Working with not-for-profit and charitable groups to manage their existing assets, taking into account appropriate investment strategies, trustee act and governance issues. We are also working with these groups to generate ongoing support and establish relationships with potential supporters.
   
3. Working with corporate clients to establish and manage an appropriate philanthropic strategy as part of their triple bottom line activities, including identification of potential not-for-profit groups that may fit into their corporate social responsibility strategy.