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Delivering on mission

At JBWere we work closely with our ‘for-purpose’ clients to provide insight and advice that go beyond investment management, to assist them achieve their wider strategic objectives and deliver on their mission.

The JBWere Philanthropic Services team regularly produces research and Insights for the benefit of our clients in the philanthropic and ‘for-purpose’ sectors

 

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Support Report 2018


The Cause Report of 2016 highlighted the scale and sustainability issues facing the for-purpose sector.  In this companion piece, The Support Report, we analyse the changing shape of giving in Australia. The report explores how philanthropy is evolving in Australia; the types of givers and the differing  cause areas they support; and the need for evolution amongst the recipients (non-profit organisations) to continue to attract support, particularly for certain cause areas.

 

Support Report Highlights

The Support Report

 

2018 Philanthropy 50

 

The AFR Magazine and JBWere have collaborated once again to explore the Top 50 Philanthropists in Australia, where they are giving and why.

Credit: This article is from The Australian Financial Review Magazine

Philanthropy 50
The NZ Cause Report

Our aim is to provide everyone in New Zealand society with a deeper understanding and appreciation of the critical role this sector plays in our country. The sector is vital to the wellbeing of our society, but its scale, scope and direction are not well understood, even by many participants.
The NZ Cause Report
IMPACT Australia report

This report provides a foundation for understanding impact investing in the Australian context: what it is, why it matters, what is happening here and what could or should happen.
IMPACT Australia report
Socially Responsible Investing: Value and Values

Responsible investments now account for more than half of all professionally managed assets in Australia. JBWere is proud to be the first private wealth manager in Australia to develop a truly integrated approach to socially responsible investing. Contact us to explore how we can help you manage your investments in line with international best practice.
Socially Responsible Investing: Value and Values

Growing Impact in NZ

In conjunction with the Social Enterprise World Forum 2017 held recently in Christchurch, New Zealand, JBWere co-ordinated the production of the report Growing Impact in New Zealand.  Contributions were included from the Akina Foundation and EY.  The report highlights the latest data on the scale, breadth and momentum of impact investing globally and provides further detail for Australia and New Zealand markets.  It provides the rationale for impact investing and looks at the need for new methods of funding social and environmental impact.

Growing Impact in NZ

Philanthropy 50

Philanthropy 50 lists Australia's largest private givers. The feature highlights amounts donated as well as the causes that each philanthropist cares about most.

Credit: Anne Hyland / Fairfax Syndication

Philanthropy 50 List

Leadership Insights – Scaling for Transformative Impact

The Cause Report (2016) highlighted the fundamental issues facing the for-purpose sector are scale and sustainability.  This paper presents a framework for scaling to be employed by all leaders of social enterprises to guide their organisations to deliver lasting social impact.  The paper also explores the role of the funder in delivering impact at scale and argues for capacity funding to become a core part of any funders arsenal.

Leadership Insights – Scaling for Transformative Impact

The Cause Report

This is an in-depth report into the Australian charity and not-for-profit ('for-purpose' sector). It explores the evolution of the sector over 20 years; the role of the sector in Australian society; an analysis at a holistic and sub-sector level; and our predictions of how it may need to evolve in the future.

The Cause Report

Giving Trends Annual Report

This paper consists of insight and analysis based on JBWere’s own research. It will ensure you possess the data and thinking on philanthropy in Australia, and will prove a valuable input into developing your fundraising strategy.

Giving Trends Report 2015

Leadership Insights – Emerging Themes

This paper will provide you with valuable insights into key developments in the sector, and how successful organisations are responding to them. Our views are informed by the time we spend working with our clients, leading organisations, government departments, academics and industry leaders throughout Australia and overseas.

Non-Profit Leadership Emerging Themes 2015

Private Ancillary Fund (PAF) Report

This annual report details the growth, significance and use of PAFs. This report will allow PAFs to benchmark themselves in certain areas such as distribution policy, financial performance and governance. It will be useful to both existing PAFs trustees and to those contemplating their establishment. The insight into PAFs will also be of benefit to those seeking PAF distributions.

PAF Report 2014