Our Service
Our Philanthropic Services division specifically focuses on servicing the financial and investment requirements of the Not-for Profit sector and Private Foundations.
Aligning services to your needs
Our core focus is on absolute alignment of all aspects of our service with our clients – from a clear understanding of your specific organisational needs and objectives, to the investment strategy, execution, management and reporting.
FIRSTUNITY Philanthropic Services supports the establishment, management, maintenance and compliance aspects of Not-For-Profit and Private Foundation investment portfolios.
In addition, we provide advice and training on corporate governance, investment strategies, grant making and fund raising.
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