EOFY Giving: A practical guide for advisors

Originally delivered as a live advisor webinar — now available on demand.

Developed for professional advisors, this on-demand session provides a clear, structured overview of giving strategies ahead of EOFY. Designed to support client conversations across legal, accounting, and wealth advisory contexts.

Tune in to the session to:

• 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
• More confidently raise philanthropy in client conversations, using natural trigger moments
• 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

Hosted by Carly Severino, Director of Community and Philanthropy, and Sam Byrne, Engagement Manager, from Australian Communities Foundation, alongside guests, David Gibbs AM, Chartered Accountant, Emma Woolley, Hall & Wilcox Partner, and Chris Wilson, Philanthropy & Social Capital Partner at Koda Capital.