Philanthropic Services
Working together to grow meaningful impact
Forsyth Barr provides philanthropic services to both charitable organisations and clients who are thinking about giving, legacy and long-term impact. The service is led by Simon Bowden, Head of Philanthropic Services, and works alongside advisers and professional advisers where appropriate.
Charities - Governance, sustainability and long-term planning
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Philanthropic - Helping clients think about giving and legacy
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Exclusive Webinar Series - Every Cent Counts
Every Cent Counts is a webinar series developed to help charities better understand the fundamentals of long-term sustainability. The sessions bring together specialists from Forsyth Barr and across the sector to provide practical guidance for trustees, executives and finance committees.
Topics covered include:
- Reserves and long-term sustainability
- Investment options and risk
- Governance responsibilities
- Responsible investment and ESG
- Stewardship of charitable funds
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Featured Articles
Forsyth Barr Focus presents a perspective on key market dynamics. These are designed to highlight issues we believe are particularly relevant for long-term investors, and to focus on opportunities that will benefit portfolios in the years ahead. If you have any questions, our Forsyth Barr Investment Advisers, supported by our research team, are available to provide you with further insight and advice.
Philanthropy and the Great Wealth Transfer
New Zealand ranks among the world's most generous nations.
Meet the Team
The Philanthropic team at Forsyth Barr works alongside individuals, families, charities, and foundations to help create meaningful and lasting community impact. The team provides strategic guidance on charitable giving, philanthropic structuring, investment management, and governance support, helping clients align their wealth with their values and long-term objectives.
Simon Bowden - Head of Philanthropic Services
Katie Beith - Head of Environment, Social and Governance (ESG)
Future Events and Updates
We regularly share workshops, webinars and commentary relevant to charities, governance and philanthropy.
To receive information about future events and resources please complete your details below;
Expert Analysis
Forsyth Barr's highly-rated research team regularly publish reports and white papers on a variety of topical themes. For a copy of these publications please contact Simon Bowden Website Enquiry
Starting the ESG Conversation
Guide for Not-for-Profit Investment Governance - Helping Shape the Future
Tax Guide for New Zealand Investors
About Forsyth Barr
Helping New Zealand investors for 90 years.
Since 1936 New Zealanders have put their trust in our ability to help them grow and manage their wealth. We are proud of what we have achieved for our clients during that time and remain a majority staff and New Zealand-owned NZX firm.