Professional Adviser Guide to Giving 2023

The when, how and why of engaging with your clients on philanthropy and incorporating giving into your practice.

As a professional adviser, you play an important role in growing giving in Australia. The most effective way you can encourage giving is by talking with your clients about philanthropy.

Here, we explain the key elements of giving, including motivations, triggers, giving structures and responsibilities.

See also For professional advisors.

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