Charities and Foundation Management

Charities and Foundation Management

The Aerial Wealth Management specialist charities team has a longstanding reputation for working closely with charitable organizations to secure their financial future. By forging enduring partnerships with charities, we aim not only to comprehend the investment objectives but also to align them with the philanthropic aspirations of the charity.

This collaborative approach ensures that investment strategies are tailored to meet both financial requirements and charitable missions effectively.

Investment management for charities and non-profits demands a strategic approach that harmonizes financial objectives with charitable purposes. Trustees must navigate this intricate landscape by adopting prudent investment practices that uphold the organization’s values while maximizing returns to support its mission-driven activities.

  • Maintaining Purchasing Power
  • Avoiding Outliving Savings
  • Ensuring Steady Income
  • Investment Income
  • Develop Rental Income

Philanthropic Advisory Services

Aerial Wealth Management have specialists who focus on philanthropic advisory services. These professionals can help charitable organizations design and implement strategic giving programs, establish endowments, and navigate complex tax regulations related to charitable donations.
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Our Mission is Clear

Donor Relations

Our Financial Advisors also support charitable organizations in cultivating relationships with donors. By leveraging their expertise in wealth planning and philanthropy, wealth managers can help organizations engage with donors effectively, communicate impact, and attract new sources of funding.
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Legacy Planning

Our Advisors work with charitable organizations to develop legacy plans that ensure the continuity of the organization’s mission over the long term. This may involve succession planning, governance structuring, and establishing mechanisms for ongoing financial stewardship.
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Risk Management

Charitable organizations face various risks, including market volatility, regulatory changes, and cybersecurity threats. Our Advisors assist these organizations in identifying and mitigating risks through insurance solutions, asset protection strategies, and compliance support.
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+81 50 6864 8047
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