By introducing the topic of philanthropy, advisers can deepen client relationships, while growing trust and rapport. Clients can become more effective in their philanthropy, achieving a sense of deep satisfaction, and together we create a more equitable and sustainable society.
Hear from Sue Dahn
Partner, Investment Advisory Services, Pitcher Partners
Non-Executive Director and the Top Australian Financial Advisor in 2019 (Barrons and The Australian). Sue speaks here on the benefits of a donor advised sub-fund.
Structured giving options for your clients
Donate
Start a fund
Leave a legacy
Corporate giving
If your client is considering establishing a Private Ancillary Fund, here is a useful comparison table:
Motivations for giving
It is important to understand your client’s primary motivation for giving as this will determine the most appropriate structure for you to recommend. People’s motivations are varied and can include:
Personal connection
Typically donors give to causes they identify with, or causes they are personally engaged with or committed to
Legacy
Those with no direct beneficiaries can give to create a legacy
Estate planning
Some use philanthropy to manage intergenerational wealth transfer
Duty
Many donors feel a sense of duty to give back to their community
Religion
Religious beliefs are often supported with regular financial gifts
Community
A desire to strengthen community and make the world a better place
Common triggers that underpin client decisions to give:
Foundation SA makes conversations about philanthropy easy by providing structured giving options for your clients. You retain complete control of your client relationships, while we serve as a dedicated philanthropic resource to enable you to support your clients to fulfill their giving goals. Our expertise helps you provide confident advice to your clients.
For more information for professional advisers please see the Philanthropy Australia Professional Adviser Guide to Giving 2023.
Like to learn more about advising your clients on structured giving with Foundation SA? Contact us.
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Contact us
- www.foundationsa.org.au
- hello@foundationsa.org.au
- +61 8 8223 3597
Australian Communities Foundation (ACF) is Foundation SA’s implementation partner and Trustee of funds under management.
Main Fund (tax deductible) ABN 57 967 620 066
Extension Fund (non-tax deductible) ABN 57 485 460 977
Scholarship Fund (tax deductible) ABN 82 218 603 765.
We pay our respects to the Traditional Custodians of the Adelaide region on which our office stands, the Kaurna people. We acknowledge all First Nations peoples and their deep connection to the land. The dispossession and treatment that has occurred, still impacts on the lives of Aboriginal and Torres Strait Islander people today. We walk hand-in-hand with all First Nations peoples on the path to reconciliation.