Philanthropy
The 21st-century philanthropist.
Since its founding in Oxfordshire in 2007, Capitalsave Investment Partners' primary vocation has been to nurture its clients' assets and pass them on to future generations. This spirit of openness and responsibility has shaped our vision of business and community engagement.
Duty and long-term commitment are also essential values for a one-decade family business. This, an interest in community and sustainability issues is a key part of the mission of Capitalsave Investment Partners and its corporate foundation, Foundation Capitalsave Investments. And these values define our approach to philanthropy.
Today, philanthropists do not just want to sign a cheque. They want to start earlier in life, drive deep impact on an issue they care about, and use a wider range of engagement tools. 21st-century philanthropy is about translating a vision into a lasting difference in the world.
Our Philanthropy Service
In a world defined by rapid change, many wealthy individuals are rethinking their philanthropy with unprecedented ambition. We are here to help you turn aspirations into actions.
At Capitalsave Investment Partners, we are building a new paradigm in effective philanthropy, helping our clients achieve new perspectives, goals, and lasting legacies. When wealthy clients want to rewrite their family values, create a personal legacy, or maximize the catalytic effect of their philanthropy, our role is to help with structuring, programming, and asset management.
To maximize social impact and personal satisfaction, we work with you to answer several important questions.
- What values do you want to honor?
- What impact do you want to have on the world?
- How can you translate your aspirations into actionable goals?
- How can you establish the right contacts with reputable philanthropic organizations and partners?
These are profound questions. They demand professional answers, management, and monitoring. With our expertise and passion at your service, we are proud to accompany you on your philanthropic journey.
We want you to create solid foundations for your philanthropy long term. Based on our experience and long record of accomplishments working at the intersection of philanthropy and wealth, we have developed a multi-step approach to designing and realizing your strategy with a turnkey “foundation in a box” solutions.
Foundation Capitalsave Investment Partners:
Foundation Capitalsave Investment Partners, our corporate foundation, carries out the philanthropy activities of our Group and Partners.
The Foundation funds forward-looking solutions to pressing challenges in the fields of education and humanitarianism. Our goal is to work with grantees where we can have an impact and offer more than just money.
Innovative financing is part of the formula. Today non-profit organizations everywhere are accessing financial expertise to diversify their revenue streams and become more effective. For example, as a founding member of Corporate Support Group of the International Committee of the Red Cross(ICRC), we provided expertise and seed funding to incubate the Program For Humanitarian Impact Investment (PHII).
More recently, we became a founding partner of EPFL Center for Digital Trust, a partnership between research, industry, the public sector, and civil society to define and realize a common vision: re-inventing trust mechanisms that will contribute to prosperous, peaceful societies in the digital age.
The Foundation also contributes to developing the philanthropic sector as a whole, to amplify its potential to improve society for decades to come. We are a founding partner of the University of Geneva’s Centre for Philanthropy, where we promote research, knowledge dissemination, awareness, and dialogue between professionals and stakeholders taking philanthropy into the future.
Business Continuity
Capitalsave Investment Partners Business Continuity Summary Disclosure Statement to Clients.
Capitalsave Investment Partners business continuity plan is designed to address significant business disruptions affecting business operations conducted at any of the firm’s locations.
Capitalsave Investments Partners mission for contingency planning is to ensure the continuous, reliable delivery of service to Capitalsave Investments Partners and Customers while maintaining regulatory compliance.
Capitalsave Investment Partners plan incorporates the company's mission-critical systems and processes, related employees that are essential for Capitalsave Investment Partners to continue to conduct business during a business interruption.
Every important aspect of Capitalsave Investment Partners business is addressed in the plan and Capitalsave Investment Partners goal is to recover its mission critical processes with minimal interruption, on the same day, if possible, depending on the nature of the business disruption.
Capitalsave Investment Partners has taken significant steps to reduce the impacts of potential business disruptions resulting from a variety of events, including the loss of facilities and resources. Capitalsave Investments has designed a business continuity plan in light of possible scenarios in an effort to minimize any business interruption, including off-site electronic back-up of our data, re-routing of telephone lines, and alternate physical workspace.
Capitalsave Investments Partners third party investment manager partners have also adopted similar continuity plans to address significant business interruption affecting operations.
Since events causing business disruptions vary in nature and scope, Capitalsave Investment Partners has anticipated situations in which any one of our offices may be affected by an incident specific to that location such as a fire, as well as incidents that may affect a citywide or regional area.
Investors in Capitalsave Investment Partners open-end funds, closed-end funds, and unit investment trusts should be aware that these funds and trusts are served by independent, third party transfer agents and/or custodians.
Customers will continue to have access, through normal channels (via telephone, fax and e-mail), to their investments through these third parties, and the ability to make purchases and sales despite the fact that Capitalsave Investment Partners may be experiencing a significant business disruption, unless the disruption is industry wide in scope.
At a minimum, the Capitalsave Investment Partners business continuity plan is reviewed, updated and tested on an annual basis.
Making sure that any type of business disruption does not unduly impact our clients is extremely important to us. Please be assured that every reasonable effort will be made to restore and maintain normal service levels as soon as possible.
Effects of a disaster are difficult to predict and the disruption of systems and processes on an industry wide basis pose great challenges for any business continuity plan.
There can be no assurance that any plan can address such unforeseen contingencies. Regardless of the nature or scope of the potential business disruption, Capitalsave Partners Investments will strive to provide continuous service to its clients.
