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Toolkit provides practical giving guidance

October 22nd, 2021

An Australian-first philanthropy toolkit has been launched to offer a practical step-by-step resource for individuals, families, and advisers across their philanthropic journey.

Perpetual Private has launched the Australian Philanthropy Toolkit (the Toolkit) as part of its ongoing partnership with the Stanford Center on Philanthropy and Civil Society (Stanford PACS), based in California, USA. Stanford PACS developed the Toolkit and Perpetual adapted it for Australia.

Perpetual Private’s Managing Partner for Community & Social Investment, Caitriona Fay said: “Our work across the sector tells us that many individuals and families are interested in philanthropy, but don’t know where to start, or have a clear roadmap to ensure their giving will be impactful. The Toolkit offers a much-needed resource that can support their journey and the development of effective philanthropy in Australia.”

The Toolkit is designed to encourage individuals and families to think about their values and consider which giving vehicles and causes may suit their intentions.

“It also prompts them to work through any issues and opportunities such as family dynamics – that can include transferring wealth at the right time and in the right way or establishing a family foundation where multiple generations can get involved,” added Ms Fay.

These issues become more relevant in the context of the nation’s largest intergenerational wealth transfer.

Erinn Andrews, Director of Philanthropy Research and Education at Stanford PACS, said: “There isn’t a definitive way to be a philanthropist and we developed the Toolkit with that in mind. The process starts with a values-based goal, but the journey can take any number of directions. What matters is that you make informed, thoughtful decisions and continue learning along the way. This can be done as an individual, with your family and in collaboration with your adviser.”

Your Philanthropy Toolkit | Perpetual

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