For professional advisers

Information to support advisers to support their clients with their giving.

Philanthropy Australia is working with the sector in a bold plan to double structured giving in Australia by 2030. This increase would provide an additional $2.5 billion for Australians in greatest need.

Professional advisers are key to this plan, as they inform and support their clients to make decisions on how they manage their wealth.

Including philanthropy in an advice toolkit has many advantages for both clients and advisers.

  • Maintaining relationships across generations
  • Sustaining long-term relationships with clients
  • Providing holistic advice

Philanthropy Australia’s resources will help you learn when and how to start conversations with your clients about giving and understand the ins and outs of structured giving vehicles.

To get started, take a look at our 3-minute animated videos and explore the CPD accredited Professional Advisers Guide to Giving.

Why should you talk to your clients about philanthropy?

Each of the most common structured giving vehicles in Australia explained

The adviser’s role – setting up and managing philanthropic structures and corpus/fund investments

Work through our Structured Giving Vehicle tool to determine which structure is best suited to your client.

Professional advice and guidance

If you are unsure about setting up a structure, your client will appreciate you referring them to a service provider that can help.

We have compiled a list of Philanthropy Australia members who can offer these services. Some will set up the structure for you to manage the corpus (investment portfolio), while others will manage it for you.

See Philanthropy Australia’s professional adviser members and services.

Work through our Structured Giving Vehicle tool to determine which structure is best suited to your client.

Additional resources for members

  • PA’s LinkedIn group for professional advisers, with weekly posts to keep you updated, build your skills and connect with other professional advisers interested in learning more about philanthropy.
  • CPD accredited videos with Perpetual Partner Craig Connelly and CEO of the Scalzo Family Office, Cathy Scalzo, taking you through how to talk to clients about philanthropy with scenarios and case studies of how these conversations play out in practice.
  • A quarterly Philanthropy Update with relevant giving data trends, sector insights, professional tips and inspiration.
  • Listing on Philanthropy Australia’s member services table, giving you visibility on Philanthropy Australia’s public website.

For more information about membership, visit our membership page.