Talking About Your Client’s Philanthropy Webinar

Australians donate nearly $12 billion to charities annually, so it’s important for their advisors to understand their clients’ giving habits, charitable interests and giving goals. Talking about philanthropy with clients is not just an effective way to help optimise their tax obligations; it is an essential chance to connect on their most fundamental values.

Kate Bowditch from Australian Philanthropic Services (APS) and Dylan Smith of Philanthropy Australia will give an overview of the Australian structured giving landscape, explain the most popular structures for charitable giving, being private and public ancillary funds, and discuss how engaging in conversations around philanthropy can deepen relationships with your clients and the next generation.

APS is a not-for-profit organisation that inspires effective philanthropy and provides education and practical support for individuals and advisers.

Philanthropy Australia is the national peak body for philanthropy. Its members include trusts, foundations, families, individual donors, professional advisors, companies, intermediaries and not-for-profit organisations. PA provides advocacy, networking and resources to the philanthropic and not-for-profit sector, as well as information and research for the Australian community.

Date: 17 April 2024 at 11:00 am AEST.

Click here to view the full recording.