Philanthropy

SMSFs and PAFs: key growth areas for advice

David Ward highlights the growing need for professional advice on PAFs and the key differences between these trusts and SMSFs. Self-managed superannuation funds ... [more]

Planners and philanthropy – putting your profession in context

A solid understanding and application of donor psychology can increase the yield from fundraising appeals by 30 per cent - all by following ... [more]

Investing for private ancillary funds

Determining an investment strategy most likely to achieve the investment objective; While the principles for investing for foundations, including private ancillary funds (PAFs), ... [more]

Wraps for philanthropists

Structured sub-funds avoid having to reinvent the wheel Private ancillary funds (PAFs) - formerly known as prescribed private funds - have received a ... [more]

Good for advisers, good for clients

In the same way that investors have sought increased control of their finances in recent years - becoming more risk-averse and more concerned ... [more]

Take baby steps: gifting shares and dividends

The initiation into philanthropy doesn't always have to be a giant leap ShareGift Australia and Investing in Hope are two initiatives that can ... [more]

A call to arms for those about to give

Ensuring maximum alignment of giving motivation with giving structure is the best way to ensure  personally satisfying and effective giving. Aligning motivations with ... [more]

Philanthrocaptialists: a new gen of givers

The emergence of philanthrocapitalists - defined as “the new gen of givers” - has occurred through a realisation that it makes sense to ... [more]

Harnessing the growth in giving

Krystine Lumanta reports on how planners are turning to Private Ancillary Funds (PAFs) to help clients meet their philanthropic goals. The profile of ... [more]

A life of its own

Financial planners can help clients structure their charitable giving so it continues long after the clients have gone. Simon Hoyle explains. The philanthropic ... [more]