US philanthropic adviser Tracy Gary touring Australia
US philanthropic adviser and donor activist Tracy Gary will be returning to Australia for a national tour courtesy of the Australia Women Donors Network, and will present adviser workshops in Sydney, Melbourne and Perth.
The workshops will provide practical information on US trends in women’s philanthropy; engaging clients through inquiry about values-based planning and giving; creating inspired philanthropic and legacy plans; impact investing and intergenerational wealth transfer and estate planning.
Gary has trained advisers at several major banks and trust companies including UBS Global and Bank of America, and has worked with more than 2000 wealth advisers and 7000 wealth holders globally, according to the Australian Women Donors Network.
“Having worked with so many advisers in the professional sector I understand what they need to really advise clients well on long-term strategic philanthropy and legacy planning,” Gary said.
One of the big things set to happen over the next few decades is the intergenerational transfer of wealth, which will be especially significant in Australia where there is an ageing population. With women living more than five years longer than men on average, much of this wealth is likely to end up in the hands of women, Gary said.
Women Donors Network Australia chief executive Julia Keady said that the workshops would help advisers learn more about how to engage with their clients through giving and creating long-term and impactful giving plans.
Recommended for you
The central bank has released its decision on the official cash rate following its November monetary policy meeting.
Melbourne advice firm Hewison Private Wealth has marked four decades of service after making its start in 1985 as a “truly independent advice business” in a largely product-led market.
HLB Mann Judd Perth has announced its acquisition of a WA business advisory firm, growing its presence in the region, along with 10 appointments across the firm’s national network.
Unregistered managed investment scheme operator Chris Marco has been sentenced after being found guilty of 43 fraud charges, receiving the highest sentence imposed by an Australian court regarding an ASIC criminal investigation.
