News + Media

Advisers key to increasing charitable giving

September 07th, 2015

Perpetual's National Manager of Philanthropy & Not Profit Services Caitriona Fay said financial advisers play a key role in increasing charitable giving as Australia is set to experience its greatest ever intergenerational transfer of wealth over the next two decades.

“Over the coming years, Baby Boomers will be working increasingly closely with their trusted advisers to put estate plans in place, making it important for financial planners to know how to discover and guide their clients’ charitable intentions,” Fay said.

Read the full article - Wealth Professional

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