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Not-For-Profit
Morgans provides investment services to over 100 NFP groups with funds under advice across the sector in excess of $1bn. These groups range in size from less than $1m to more than $100m.
At Morgans, we understand the unique challenges faced by Not-For-Profit (NFP) organisations and are passionate about guiding them towards financial success and sustainable growth. Our dedicated team of professionals work hand in hand with NFPs across Australia, offering personalised advice and strategic insights to optimise their investments and governance frameworks. With a focus on building enduring partnerships, we empower NFPs to thrive and create lasting positive change in their communities.
Wealth Management Process
Crafting investment policy statements
Experience our award-winning research service, where recommendations are backed by thorough internal and external research, meticulously crafted by our team of analysts. We pride ourselves on delivering well-informed investment advice, ensuring that our clients have access to the most comprehensive and reliable information to make informed decisions in the ever-changing financial landscape.
Tailored investment management
Every NFP has unique financial needs. At Morgans, we offer personalised investment management solutions designed specifically for your organisation. Our approach is rooted in strategic asset allocation and meticulous risk management, ensuring your portfolio is optimised for both financial growth and positive societal impact. Whether you're pursuing traditional investments or exploring sustainable options, we're here to help you achieve your goals.
Robust financial governance
Maintaining the highest standards of integrity is essential for NFPs. Our professional management services ensure that your endowment is handled with transparency, accountability, and adherence to fiduciary duties.
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Access to our specialist network
In today's rapidly evolving landscape, NFPs face multifaceted challenges. Our team at Morgans leverages a diverse network of specialists and resources to support your organisation's growth and success. From refining governance frameworks to optimising operational efficiency, we provide tailored solutions to help you achieve measurable results. You will have access to the expertise and support needed to navigate the complexities of the non-for-profit sector confidently.
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How do I get started?
Unlocking your philanthropic potential
The world of philanthropy and NFPs presents endless avenues for positive change. Across diverse realms of human endeavour, targeted and thoughtful giving has the power to enhance lives. Amidst this abundance of opportunities, you may wonder, where do I begin?
Our specialist team can help in guiding individuals through this journey of purposeful giving. We assist in channelling your motivations, experiences, and resources towards defining your philanthropic vision. Together, we identify the causes that resonate deeply with you, ensuring your contributions make a meaningful and lasting impact on the communities and issues you care about most.
The Morgans Foundation impact
The Morgans Foundation, in collaboration with local branches, supports Australian communities by aiding non-profit organisations. Since 2005, the Foundation has grown its assets to approximately $17 million, donating over $16.5 million to date. Initiatives like Big Dry Friday unite urban and rural Australia, raising over $6 million in six years for rural charities focused on education, mental health, and disaster relief.
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Non-for-Profit Insights
Andrew Tang
Equity Strategist
Andrew Tang
Equity Strategist
