CHARITY ADVISORY

EXCEPTIONAL EXPERIENCE

The Goodbody Charities Team’s specialist knowledge ensures that we can be a truly valuable service provider in the Irish market.

The Team has over 70 years’ combined experience resulting in an unrivalled knowledge of the challenges faced by not-for-profit organisations.

OUR EXPERTISE

CHARITY KNOW-HOW

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Active portfolio
management

We develop individualised portfolios to meet your objectives and circumstances – from managing cashflow needs to applying socially responsible policies.

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Trusted and
experienced counsel

We provide Boards, Trustees and Management teams appropriate investment advice and guidance on corporate governance best practice.

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Our
independence

We can provide advice, access and investment capabilities to best-in-class products globally.

BEYOND ADVICE

LIGHTENING THE LOAD

Investment management and advice, while forming a major component of our service is just one part of our offering to this sector. We can also help reduce your administration burden through:

01

Providing cash and treasury management services.

02

Offering guidance on complying with regulatory requirements.

03

Creating a strong audit trails by documenting recommendations.

OUR TEAM

DENISE FITZGERALD

Director, Wealth Management

NEIL CARROLL

Director, Wealth Management

MAURA O’NEILL

Director, Wealth Management

CHARITIES & COMMUNITY

GIVING BACK

We proudly support leading charities and organisations across Ireland and the UK that will make a difference to society and align with our values.

FIND OUT MORE

CONTACT US

For more information, please contact our Human Resources team.

Call: +353 1 641 9405