A practical, high‑value overview of structured giving for accountants, lawyers, and wealth advisors.
Clients increasingly look to their trusted advisors for guidance on strategic and tax-effective giving. This 60‑minute webinar clarifies the essentials of philanthropy and giving structures, demonstrating how advisors can navigate these conversations with confidence ahead of EOFY. With peer‑led breakout rooms and practical examples from experienced professionals, you’ll leave equipped to offer more meaningful, values‑aligned advice to your clients.
Hosted by Carly Severino, Director of Community and Philanthropy, and Sam Byrne, Engagement Manager, from Australian Communities Foundation, we’ll be joined by David Gibbs AM, Chartered Accountant, Emma Woolley, Hall & Wilcox Partner, and Chris Wilson, Philanthropy & Social Capital Partner at Koda Capital.
With a focus on end-of-financial-year giving, this session will help you:
- Build your understanding of the key giving structures in Australia, including private and public giving funds, donor-advised funds, and charitable trusts
- Identify which structures best suit different client scenarios
- Confidently raise philanthropy in client conversations, using natural trigger moments
- Learn from real case studies from legal, accounting, and wealth experts who use structured giving in practice
- Understand how donor‑advised funds can streamline compliance and reduce governance burdens for clients
- Build confidence in guiding clients through tax‑effective giving decisions ahead of EOFY
- Use tools and resources to support philanthropic planning in your advisory practice.
Event information
Wednesday 29 April 2026
2pm – 3pm AEST
📍 Online via Zoom
Guest speakers
David Gibbs AM
Chartered Accountant and Family Advisor
David Gibbs is a Chartered Accountant with more than five decades of experience advising families through complex financial, governance and life‑transition decisions. His practice focuses on supporting older Australians and their families with succession planning, estate administration, family governance and intergenerational wealth transfer. Previously serving as the Chairman of the Victorian State Council of Chartered Accountants – ANZ, he is an accredited Specialist Family Advisor with Family Business Australia and a member of Society of Tax and Estate Practitioners (STEP).
Emma Woolley
Partner and Head of Family Office Advisory at Hall & Wilcox
Emma has extensive experience in advising clients in estate planning and estate administration, trust structures, trust and estate disputes, and structuring for succession of ownership and control of private and family businesses. An acknowledged expert in her field, Emma is listed as a preeminent lawyer in Victoria in Doyle‘s Guide to the Legal Profession for Wills & Estates and is ranked in Chambers High Net Worth 2021-2024 for Private Wealth Law and 2025 for Family Offices & Funds Structuring. Emma has also been recognised as Lawyer of the Year 2026 by Best Lawyers in Australia for Trusts and Estates, Wealth Management, and Succession Planning Practice.
Chris Wilson
Philanthropy & Social Capital Partner at Koda Capital
Chris has a decade of experience in financial services, working predominantly with high-net-worth individuals, corporations, and charitable institutions. At Koda, his responsibilities include bringing philanthropic opportunities and solutions to clients, as well as providing strategic advice to charitable and non-profit organisations. Prior to joining Koda Capital, Chris was a Director of JBWere’s Philanthropic Services team. Chris is a Co-Founder of Plus One, an initiative that opens up corporate leadership training to non-profit executives. Chris has previously been Chairman of the Reach Foundation and was a Founding Committee Member of Impact100Melbourne.
Register Your Interest
This session is open to professional advisors, including accountants, lawyers and wealth advisors.