Banque de Luxembourg is a key player in philanthropy advisory in Luxembourg and occasionally in our clients’ countries of origin.
Regardless of whether you are an individual, a family or a business, we can guide you at every phase of your undertaking, from the initial idea to the achievement of your philanthropic projects. Our experts offer you full support, ensuring the overall coherence of the process and its smooth integration into your long-term estate and inheritance planning.
Individuals, families, businesses
philanthropy advisory service
Non-profit organisations, NGOs, registered charities, etc.
profile
- Analyse motivation, interests and resources.
- Assist with determining strategies and areas of engagement.
- Donor meetings.
- Establish the extent of the commitment (one-off or recurring donation, or more structured support via a sheltered or charitable foundation).
- Determine and set up the appropriate vehicle (charitable foundation, sheltered foundation, etc.)
- Specify short-, medium- and long-term investment objectives in line with the commitment strategy.
- Define the allocation of assets and the corresponding portfolio.
- Manage and monitor the investments.
- Flow organisation.
- Determine the objectives and the related commitments.
- Liaise with potential beneficiary organisations.
- Draw up a commitment timetable and identify indicators of progress.
portfolio of projects
- Assess organisations and projects.
- Propose a selected portfolio of projects.
- Regular information.
- Possibility of meetings with beneficiaries.
- Methodological and technical support.
- Measure the impact of the commitment undertaken.