As interest in values-based and purpose-driven wealth management grows, professional advisers are uniquely positioned to guide clients through the evolving world of philanthropy. Whether assisting with legacy planning, tax-effective giving, or establishing charitable foundations, advisers need up-to-date knowledge and practical tools to offer impactful advice.

This exclusive masterclass is designed to equip professional advisers with the knowledge, tools and confidence needed to have meaningful conversations about philanthropy and tax-effective giving, long-term legacy planning and community connection.

Led by David Ward, Technical Director at Australian Philanthropic Services and one of Australia’s leading experts in philanthropic structures, this session will cover:

The history and current state of philanthropy in Australia

A legislative and regulatory update relevant to philanthropic structures

The different structured giving options, including Private Ancillary Funds (PAFs) and Public Ancillary Funds (PuAFs)

A practical governance framework for foundations, including trustee responsibilities and best practices

Case studies and practical guidance to help identify suitable philanthropic pathways for your clients

Real-life examples of how clients approach their philanthropy, including insights into the next generation of givers

The support APS and others can provide Advisers and clients to effectively execute structured giving strategies.

This masterclass will enhance your ability to provide high-value advice and strengthen client relationships through philanthropy.

Who should attend:
Financial advisers, accountants, lawyers, family office, or other advisers to high-net-worth individuals or families interested in structured philanthropy.

This session is CPD accredited (2 points).

Don’t miss this opportunity to learn from one of Australia’s foremost philanthropic experts and bring greater purpose to your professional advice.

Places are strictly limited. Register today to avoid disappointment.

Contact the host of Mastering Philanthropy for Professional Advisers - Morning Session