philanthropy

Financial planning

Clients misled by wealth needed for philanthropy

There are misconceptions around philanthropy as clients are unsure if they have enough money to make a charitable gift or legacy, according to Perpetual Private....

Expert Analysis

Giving philanthropy centre stage

While many of us know we should undertake philanthropic activities, Emma Sakellaris writes, why charitable giving should be a key component of our financial planning....

People & Products

Equity Trustees appoints GM charitable trusts and philanthropy

Equity Trustees has recruited NAB’s Jodi Kennedy as its new general manager, charitable trusts and philanthropy....

Financial planning

Advisers may help connect clients with philanthropy

Trusted advisers may help connect their clients to philanthropy, according to DSS study....

Financial planning

CFP philanthropist and community service worker awarded

Melbourne-based CFP, Kathy Havers has been recognised by the FPA for her tireless community service and philanthropy. ...

Tools & guides

How well do you know your client?

Raising the question of philanthropy when creating or reviewing a financial plan helps advisers build trust with their clients, and assists in the regulator-mandated 'kno...

Financial planning

Philanthropy discussion builds adviser trust

Raising the option of philanthropy with clients can help advisers build trust and fulfil their ‘know your client’ requirement....

Funds management

Fund manager launches philanthropic company

Wilson Asset Management chairman Geoff Wilson launched Future Generation Global Investment Company, which will run a dual mandate to create wealth and help those with a m...