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  • More
    • Home
    • About Us
    • Our Services
      • Loan Advisory
      • Credit Management
      • Financial Coinage Service
      • Business Growth Advisory
      • Regulatory Advisory
      • CSR Philanthropy Advisory
      • Savings Planning
      • Retirement Planning
      • Insurance Advisory
      • Professional Advisory
      • Financial Awareness
    • Calculators
Make My Bank
  • Home
  • About Us
  • Our Services
    • Loan Advisory
    • Credit Management
    • Financial Coinage Service
    • Business Growth Advisory
    • Regulatory Advisory
    • CSR Philanthropy Advisory
    • Savings Planning
    • Retirement Planning
    • Insurance Advisory
    • Professional Advisory
    • Financial Awareness
  • Calculators

CSR & Philanthropy Advisory

CSR isn’t just compliance—it’s a chance to align business with purpose. Whether mandated under Section 135 or taken up voluntarily, Make My Bank helps design impactful, compliant CSR strategies. From policy to implementation, we make giving structured, measurable, and legally sound. 

What We Offer

CSR Policy & Planning

  • Draft customized CSR policies aligned with Schedule VII mandates
  • Build thematic focus areas: education, health, sustainability, rural development
  • Define target geography, population, and outcome indicators

NGO & Partner Identification

  • Vet and recommend credible implementing agencies
  • Ensure registration with MCA’s CSR-1 portal
  • Evaluate partner governance, reporting, and audit capacity

Compliance & Reporting Frameworks

  • CSR budgeting, Board resolution, and internal audit setup
  • Project-level progress tracking and impact assessment
  • Annual MCA Form CSR-2 preparation and filing

Philanthropy Strategy for Family Businesses

  • Design voluntary giving programs with tax-aligned frameworks
  • Create legacy-oriented giving portfolios (scholarships, foundations, trusts)
  • Guide multi-generational alignment of giving priorities 

CSR Lifecycle

Why CSR Advisory Matters

  • Avoid penalties under Companies Act for delayed or inadequate CSR compliance
  • Ensure alignment with MCA, SEBI, and audit guidelines
  • Enhance brand trust and social license to operate
  • Unlock visibility through awards, government recognition, and PR
  • Leave a lasting legacy through measurable social outcomes

Who This Is For

  • Companies with ₹5 crore+ net profit or ₹1000 crore+ turnover (CSR mandated)
  • MSMEs or LLPs exploring structured CSR for stakeholder goodwill
  • Family offices creating foundations or trusts for philanthropic legacy
  • Companies confused by CSR-1, CSR-2, Schedule VII, or MCA rules
  • Boards seeking ESG alignment or social impact ROI

Make My Bank

Email: darshana@makemybank.com

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