Giving Well

For many people, living well includes giving well.

Philanthropy helps bring meaning and purpose to our lives. When we donate our money or time to help others or to create a better world, it reminds us of the enormous capacity we have to make a difference. It feels good to know we are leaving an indelible print and our legacy will live on.

The good news is you don’t have to be loaded with a Goliath net worth to qualify as a Philanthropist.

We see extraordinary generosity and passion every day. We constantly hear “giving back” as an aspiration. Some want to build wealth to donate to causes they care about. Others want more financial freedom so they can volunteer more time.

We facilitate Philanthropy on all levels.

We take great joy in contributing our money and time to support others. We truly understand the value of giving. However, we’re also across the potential issues that can arise from it. We’ll help you make clear and informed decisions on your giving, maximising the impact and ensuring it is most tax-effective. We also protect our clients with iron-tight screening and governance.

We bring together donors and doers.

Many financial advisers approach Strategic Philanthropy through one narrow lens – that of the donor. But we know the greatest impact happens when donor and doers share an alignment of values and goals, and a genuine understanding of one another’s needs and expectations. That’s why our first step is bringing everyone together on the same page.

We help Not-for-Profit (NFP) organisations to thrive.

We can assist NFP organisations with strategic, investment and governance advice to help them grow from strength to strength and double the good 
they do.

We’re available year-round to assist.

We’re here when you need us. We can provide strategic insight and advice, attend committee and board meetings, and organise briefings and workshops. We can advise on things like stakeholder engagement, help you to nut out your desired investment practices (such as ethical investing), or develop your strategic plans. We also have a great deal of experience in managing tied funds, or those donations, grants and loans that are restricted in their use. We’ll ensure your tied funds achieve their set outcomes.

We keep Philanthropy simple for families and individuals.

We can recommend a Private Ancillary Fund (PAF), a form of charitable trust that allows you to fulfil your philanthropic goals, engage deeply with the organisations you care about and leave an enduring legacy. A PAF brings family members together. It introduces a culture of giving, creates strong bonds by developing an understanding of each individual’s values and passions, and educates family members on investments and finances so they have a good sense of knowledge going forward.

We can set up a Philanthropic fund as part of your estate planning.

We encourage Philanthropic funds, whether they are established during your lifetime or set up on instruction in your Will. They are a lasting legacy and encourage the next generation of your family to share your philanthropic vision.

We look forward to hearing all about your desire to make a difference. No matter how simple or complex your Philanthropic goals, we’re here to help you achieve them.