Philanthropy in Wealth Management

CaixaBank customers have concerns and interests that go beyond purely financial matters. That is why we are pioneers in having a specialised unit that offers Wealth Management clients a comprehensive solution that addresses their needs in the field of philanthropy

We work across three areas

1. Charitable causes

We offer you a selection of charitable causes run by organisations that offer guarantees of quality and rigour, trust, monitoring and accountability, who are open to sharing as many details as the donors would like.

This may interest you if you want to ensure that your resources are used to address a specific problem that the organisations we have selected – chosen for their transparency and efficiency – have committed to addressing.

The stability of funding allows the four causes, which focus on three major social challenges, to be ambitious and make progress in their mission.

2. Knowledge and awareness

With the aim of encouraging and promoting philanthropy, we contribute to analysing, spreading awareness of and reflecting on this little-known field. In this regard, we offer:

a) Events which bring together leading local philanthropists and other interested parties. The experience of some improves the practice of others.

b )Academic studies and guides that promote knowledge as a tool to improve the performance of philanthropic activity.

c) Philanthropy Awards: We have been recognising our clients' philanthropic work, commitment and direct impact on society for years.

3. Personalised philanthropy advice

After a preliminary analysis, we offer guidance to:

  • Define an action plan
  • Identify good practices and benchmarks
  • Establish priorities
  • Allocate the appropriate resources
  • and become part of an ecosystem of philanthropic projects to generate synergies

Exclusively for Private Wealth and Global Wealth clients

For more information, please contact us at filantropia.wealthmanagement@caixabank.com

We publish annual reports with balance sheets of our activity carried out in the Social Value Project.

Access the last report