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).



  Add to calendar

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. 


Get a taste of membership

Sign up for a free edition of our weekly newsletter to have sector news, views and resources delivered straight to your inbox.

Sign up now