"The trustees of endowed institutions are the guardians of the future against the claims of the present. Their task in managing the endowment is to preserve equity amongst generations"
James Tobin, 1974

 

CREATING A PLAN

Davy Charities' dedicated financial planners will work with you to develop an understanding of your organisation’s circumstances – the organisation’s financial position; its short, medium and long-term objectives and its tolerance for risk. We are then able to work with you to develop a solution based on expected returns, time horizons and levels of risk with which the trustees feel comfortable. This is a two-way process of determining how your charity could plan to meet its goals through the proper management of your financial resources.

CAPITAL SUFFICIENCY ANALYSIS

As part of this process, Davy Charities can assist in preparing a capital sufficiency analysis to determine whether your resources are likely to allow you to achieve all of the goals you have set.

PERPETUAL TRUSTS OR ENDOWMENTS

For charities that are perpetual in nature we can assist in identifying the most sustainable level of withdrawal from their investment portfolio. This analysis can help with forward planning and budgeting.

OUR COMMITMENT TO YOU

The financial plan that we develop together is not just a roadmap for your investments, it is the commitment from Davy to your charity. Through on-going engagement and review your financial plan will evolve in tandem with your charity’s changing needs and objectives to ensure that at all times the most appropriate investment strategy is implemented.

Talk to Davy Charities Today

Talk to our team to find out how we can help your organisation investment for the future.

Tel: +353 (0)1 614 3344 
Email: charities@davy.ie