Events

How to Talk with Clients about Philanthropy & Impact Investing

Where: Adelaide, SA

When: Wed 23rd May 2018, 09:00 – 12:00 (3 hours)

Presented by: Philanthropy Australia

Join us for a half day course presented by Chris Wootton (Philanthropic Services Manager, Philanthropy Australia). In this course you will acquire practice examples and real-life case studies for Advisers on how to work with clients/familites to assist them on their philanthropic journey.

Program Outline:

  • What is philanthropy and impact investing?
  • Facts and perceptions
  • Trends in Australia and Overseas
  • Structured Giving Options
  • Tips, Tools & Resources for working with clients
  • Working with Clients – Case Studies

Each participant will receive a comprehensive Booklet, a Certificate of Participation and are also able, upon successfully completing an assessment task to receive 3 hours CPD credit and Certificate (Accredited by FPA).

 

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Advocacy Update

December 2017

The Australian Government made three announcements which impact upon philanthropy. In two video updates from Philanthropy Australia's Advocacy & Insight Manager, Krystian Seibert, outlines Philanthropy Australia's response to these announcements. 

Watch

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