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02 - Family Foundations

Family Foundation Advisory & Management

Transforming philanthropic vision into lasting legacy - from establishment through to governance, grant-making, impact measurement and next-generation engagement.

What We Do

Six areas of foundation support

For family trusts, high-net-worth individuals and established foundations - at any stage of the journey.

01

Foundation Strategy, Vision & Legal Structuring

Clarifying your family's philanthropic vision and selecting the right legal structure - Trust, NPC, or Foundation - to carry it. We guide the establishment process from first conversation to a fully constituted entity.

A foundation built on a clear vision, with the right structure to sustain it for generations.

02

PBO Registration & Section 18A Compliance

Public Benefit Organisation registration through SARS and compliance with Section 18A regulations - unlocking tax incentives for donors and protecting the foundation's standing.

Full regulatory compliance and donor tax benefits, handled correctly from the start.

03

Board & Trustee Committee Advisory

Structuring and supporting boards and trustee committees - governance frameworks, meeting facilitation, role clarity, and the disciplines that keep a foundation credible and accountable.

A board that governs with confidence, clarity, and accountability.

04

Grant-Making Frameworks & Due Diligence

Designing grant-making strategies, beneficiary selection criteria, and due diligence processes - so every rand given lands where it does the most good, with the evidence to show it.

Confident, well-governed giving with measurable results.

05

Foundation Brand & Donor Solicitation Management

Building the foundation's public identity, impact communications, and donor solicitation programmes - positioning the foundation to attract aligned partners and co-funders.

A credible, visible foundation that partners and donors want to work with.

06

Next-Generation Family Engagement

Bringing the next generation into the foundation's work - building their understanding, ownership, and leadership so the family's legacy continues beyond its founders.

A philanthropic legacy that endures across generations.

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Seven integrated service areas for non-profit organisations - strategy, governance, fundraising and impact.

Corporate CSI & Foundation Management →

Credible, well-governed CSI divisions and corporate foundations that deliver measurable social impact.

Ready to start a conversation?

Whether you are an NGO, family foundation, corporate, or individual - if you are serious about impact, we would like to hear from you.

Get in touch →