Our charity advisory team advise a wide range of Irish charities and non-profit entities and. religious organisations.
Every charity and non-profit has a mission – a unique combination of purpose, vision and values that defines what it is, who it serves, where it is going and how it contributes to society.
Many of our charity clients have been with Davy since its foundation, valuing the stability and longevity of our firm and its people, and our deep understanding of the Irish charity sector.
Our mission is to assist the entities we work with to be reliable providers of services to their stakeholders and beneficiaries through a rigorous financial planning and investment advisory process.
We have extensive experience in implementing investment strategies that are aligned with the values of our clients, and this underpins our responsible investment approach and philosophy where there is a desire to contribute to a more sustainable and equal society.
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At Davy, we are committed to supporting global and national efforts to build a more sustainable and equal society.
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