Managing day-to-day goals. Securing your long term mission.

Transcription

1 Managing day-to-day goals. Securing your long term mission. Our strategy for long term mission fulfilment from Macquarie Private Wealth s specialist not-for-profit team Macquarie Private Wealth A world of opportunities

2

3 Beating benchmarks is important but the real benchmark is having the money to achieve your missions. If you want to preserve and grow capital for long-term goals, meeting the challenges of day to day operational requirements is critical. Macquarie Private Wealth s not-for-profit team will work with you to ensure spending is sustainable and predictable, so that donations replenish capital and purchasing power is carefully protected.

4

5 Why a $10 donation needs to be as carefully managed as $1.3 billion in funds. Whether a small donation or a significant gifted asset is entrusted to secure the future work of an organisation, the responsibility remains the same. Whether an organisation relies on the tireless work of volunteers or the efforts of staff, researchers, patrons or board members, an innate and genuine understanding of what these funds mean is front of mind for all of our not-for-profit team. Knowing that every dollar counts inspires us to provide a wide range of customised solutions and a team that prides itself on protecting and building wealth.

6

7 A dollar saved is a dollar raised. Saving money can be just as important as making it. When most clients join Macquarie Private Wealth, they are surprised at the returns achieved through more tax efficient portfolio strategies. Some of these returns can be so significant they compare in monetary value to annual fund raising campaigns. This illustrates the critical importance of establishing the appropriate strategy from the very beginning.

8

9 Ethical considerations: Why you can tell a lot from the company you keep. Ethical investing is an important consideration for a not-for-profit. Our team understands the need to align an organisation s strong moral, philosophical or religious views with the companies they invest in. We respond to this need by working with the board members to establish a clear set of criteria to evaluate investment opportunities, meaning that each not-for-profit organisation is able to make their own decision on what does or doesn t fit with their morals, ethics and values.

10

11 Longer term portfolios, partnerships and people. For a not-for-profit, the long term is a lot longer than many appreciate. It can often be framed in years, decades and generations. At Macquarie Private Wealth, taking a longer-term view is key to our wealth strategy but also our approach to partnerships. Our not-for-profit team has worked together for more than 10 years and this consistency is something we value, as do our clients.

12

13 Every not-for-profit has a unique set of needs. One size does not fit all. You may be part of one industry with more than 4,000 organisations but your challenges and goals are often unique. There are specific fiduciary duties to consider, diverse missions, histories, goals, or even a tax-exempt status to manage. That s why we listen first to your specific needs and tailor a solution that will work best for you.

14

15 Global resources. Local knowledge. Macquarie Private Wealth is part of Macquarie Group which is a global provider of banking, financial, advisory, investment and funds management. Founded in 1969, Macquarie operates in more than 28 countries. We employ more than 15,000 people and have assets under management of approximately $327 billion as at 30 September Our size is reassuring, but more importantly it means we can quickly and efficiently leverage the Group s resources if required. So yes we are global, but we got there due to a deep understanding of local conditions and a meticulous approach to every aspect of our clients investments.

16

17 One dedicated adviser. One committed team. Our clients enjoy one dedicated adviser as a key point of contact. This ensures better use of your time in reviewing updates and managing market fluctuations. However, behind every great adviser is a committed team - one made up of investment consultants, client service advisers and portfolio managers. Our clients can access the team when they want to based on their specific needs. A committed team also allows us to truly tailor a portfolio to your organisation s goals, mission and history.

18

19 We look forward to discussing how our not-for-profit team can work with you. Brendan Ryan Macquarie Private Wealth brendan.ryan@macquarie.com Simon Duckett Macquarie Private Wealth simon.duckett@macquarie.com Troy Bolzon Macquarie Private Wealth troy.bolzon@macquarie.com Macquarie Private Wealth s services are provided by Macquarie Equities Limited ABN ( MEL ) participant of Australian Securities Exchange Group, Australian financial services licence No , No 1, Shelley St, Sydney NSW MEL is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth), and MEL s obligations do not represent deposits or other liabilities of Macquarie Bank Limited ABN Macquarie Bank Limited does not guarantee or otherwise provide assurance in respect of the obligations of MEL.

20