Skip to Content

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


Report name Download

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 latest 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