Grow Your Advisory Offering: Expanding client advice with structured giving

We’re delighted to invite professional advisors to Australian Communities Foundation’s ‘Grow Your Advisory Offering: Expanding client advice with structured giving’ session this Queensland Philanthropy Week.

For accountants, lawyers and wealth advisers, client expectations around philanthropy are rising. With over 80% of high‑net‑worth clients now seeking guidance on how to give strategically, philanthropy is increasingly a core part of holistic wealth and estate planning. The challenge for advisors is knowing how to engage confidently and add value without unnecessary complexity or compliance burden.

This practical breakfast session offers Queensland advisors the opportunity to learn from leading philanthropic experts and strengthen their advisory offering – helping deepen client relationships while supporting meaningful impact alongside financial goals.

Join ACF’s Director of Engagement and Advisory, Sally Hines, and Fund and Client Services Lead, Thomas Lopez, for this focused discussion on the benefits of adding structured giving to your advisory offering. You’ll leave with clear, practical insights ready to use in client conversations.

This session will help you:

• Build your understanding of the key structured giving options in Australia – including private and public ancillary funds, donor advised funds, and charitable trusts.
• Confidently raise philanthropy in client conversations, using natural trigger moments
• Recognise when to bring in specialist expertise to nurture and advance your clients’ philanthropic goals
• Gain insight into how philanthropy offerings can add value to your advisory practice and support long-term engagement
• Understand how donor advised funds can streamline compliance and reduce governance burdens
• Use tools and resources to support philanthropic planning.

Event Details:

Tuesday 2 June 2026
8 for 8:30-10am

📍 Amora Hotel Brisbane (Walker room)
200 Creek Street,
Brisbane City QLD 4000