• Regular review meetings
  • Investment Policy Statement preparation
  • Customised portfolio reports to match your objectives
  • Secure online portfolio valuations
  • Full portfolio reconciliation service
  • Highly personalised and responsive service
  • Dedicated Charity team
  • A relationship focused approach

EDUCATION AND EVENTS

Davy Charities organises a number of events with the aim of supporting charities, their trustees, members and beneficiaries in their investment decisions. In addition to our annual charity conference we hold Trustee training seminars and investment workshops. These forums cover topics such as:

  • Sustainable drawdown rates for charities
  • Writing your investment policy
  • Developing an event board
  • Alternative investments
  • Governance
  • Capital sufficiency analysis
  • Preparation for the implementation of the Charity Bill

Through these events Davy Charities seeks to provide a forum for charities to meet and share knowledge amongst each other with the ultimate goal of promoting and assisting the sector.

UPCOMING EVENTS

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Ian Brady

Head of Davy Charities and Not-for-Profit Group
If you are interested in receiving details about upcoming charitable organisation events, please contact Ian Brady on +353 1 614 3344 or by email at charityevents@davy.ie.