Professional Advisers Newsletter |
Giving update and insights |
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Hi {{ people.first-name | default: 'friend of Philanthropy Australia' }}, Welcome to your Q4 2024 newsletter. In this edition you'll find: |
- Craig Connelly on guiding the conversation about giving
- Trust in financial advisers is high – how to keep it
- More people than ever interested in philanthropy
- Sector review published – what you need to know
- Real-life stories about how giving makes a difference to share with your clients
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In the video linked below, Craig Connelly (CEO, Peter MacCallum Cancer Foundation and former CEO of The Ian Potter Foundation) provides some advice on bringing up the topic of philanthropy with your client. ‘[What's key is] not so much sharing your personal views... but really discovering what is important to your client.’ |
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The Value of Advice Index 2024 launched by the Financial Advice Association Australia (FAAA) reported 94% of clients trusted their financial adviser to act in their best interest and 89% are happy with the relationship. How can you maintain that trust if talking about giving is new to you? Who can you talk to? Philanthropy Australia is regularly updating their list of professional advisers who provide advice around philanthropy here. PA members can join this list. Contact us to find out more.
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After 12 months and more than 3,000 submissions the Productivity Commission published its biggest review of philanthropy in a decade. The Commission made a number of recommendations including opening up the deductible gift recipient (DGR) system. |
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Six short videos showcasing inspiring South Australian people and organisations working towards better outcomes were launched at Philanthropy Australia’s recent Conference in Adelaide. These stories were made possible by philanthropic support and are a great showcase of what effective philanthropy can do. |
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Philanthropy Australia acknowledges the Australian Aboriginal and Torres Strait Islander peoples as the first inhabitants of the nation and the traditional custodians of the lands where we live, learn and work. We pay our respects to Elders past and present. |
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ABN: 79 578 875 531 | ACN: 070 104 255 Philanthropy Australia level 14 suite 2/90 Collins St, Melbourne VIC 3000, Australia |
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