Professional
Advisors
Supporting your clients
to give strategically
Professional Advisors
Supporting your clients
to give strategically
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Why partner with us?
Overview of support
Support for your clients
Support for your team
Resources
Your trusted philanthropic services partner
Australian Communities Foundation partners with professional advisors, including financial planners, wealth managers, lawyers and accountants, to provide philanthropic services that help clients achieve their charitable giving goals.
When you partner with us, you can retain complete control of your client relationships or we can offer advice directly. Our services are tailored to complement the support you already provide. Contact us below for a conversation
Why partner with us?
Because you know your clients and we know philanthropy
AUSTRALIA’S ONLY NATIONAL COMMUNITY FOUNDATION
We are uniquely placed to provide world-class philanthropic solutions and services combined with a deep understanding of the Australian community.
OVER 27 YEARS OF EXPERIENCE
Since 1997, we have partnered with advisors to help their clients achieve financial planning objectives and charitable giving goals with tax advantages. From establishing giving structures to building your clients’ legacies and advising on their granting, we act as your team’s trusted philanthropic advisor.
FLEXIBLE APPROACH
We work in partnership with you, either in the background supporting you to have the conversation with your clients, or we can offer advice directly. However you prefer to partner, we will always respect and work within the relationships you have established.
ACCESSIBLE PHILANTHROPY
“What Australian Communities Foundation offers is accessible philanthropy with the administrative burden taken care of so that our clients can focus on what’s important, which is giving the money away effectively.”
Chris Wilson, Koda Capital
DEEP EXPERTISE
“I recommend Australian Communities Foundation to my clients because the team has deep expertise in this area… that gives me the confidence to refer my clients… and it’s a very cost-effective, flexible giving solution.”
George Krithis, DFS Advisory Services
Support for Professional Advisors
We are your trusted philanthropic services referral partner who effectively and efficiently provides:
Structures
FOR YOUR CLIENTS
Products that enable your clients to structure their giving, including Named Funds and Private Foundations
Services
FOR YOUR CLIENTS
Services to support your clients in maximising their impact and achieving their giving goals
Solutions
FOR YOU + YOUR TEAM
Tools and educational opportunities to support you and your team in providing the right advice to your clients
Support for your clients
Structures
There are a variety of ways your clients can structure their giving. The right solution needs to consider their goals, scale, timeline, values, tax implications and more. Members of our team are experts in identifying the appropriate structure for a variety of circumstances. Popular structures include, but are not limited to:
Named Funds: The easiest and most accessible way to structure your clients’ giving. Otherwise known as donor-advised funds.
Private Foundations (PAFs): Ideal for those who want to manage their own investments. Otherwise known as private ancillary funds.
Gifts in Will: Leaving a gift or bequest can help support causes or non-profit organisations your clients care about beyond their lifetime. Not everyone feels they are able to give during their lifetime and may prefer to create a legacy that starts after their death.
Services
To support our community of givers, Australian Communities Foundation provides a variety of services, including:
- Tailoring giving plans and strategies
- Taking care of the governance, administration and compliance
- Connecting with local causes, programs or charities and offering inside knowledge on those doing impactful work across Australia
- Accommodating gifts such as real estate, life insurance policies or shares, which are not easily transferable to other charitable entities
- Managing philanthropic fund investments and distributing income
- Working through possible granting processes
- Helping with complex philanthropic objectives
- Growing philanthropic knowledge, including interest groups, tailored family programs and more
- Reporting on investment returns and granting
Support for you + your team
Solutions
It is crucial you are ready to provide the right advice and support to clients when it comes to philanthropy. Australian Communities Foundation assists by working with your team to provide tools and educational opportunities that are timely, efficient and comprehensive. To support our partnering advisors, we offer a variety of bespoke solutions:
- Philanthropy 101: 1-hour interactive workshop delivered onsite to upskill your team.
- The Conversation: An in-depth client encounter assisting your confident journey through values-based conversations with your clients. Build stronger and longer relationships through more meaningful connections.
- Tools: A suite of simple, plain language tools to enhance the advisory relationship and your understanding of philanthropic services and offerings. We can also provide a variety of tailored resources for your organisation.
Talking with your clients about giving
“It’s crucial for the trusted professional advisor to include philanthropy in their conversation with clients… It really helps the advisor understand what the interests of their client are, what moves them and what their passions are. They are very rich conversations that will glue your client relationship.”
– Sue Dahn AM, Pitcher Partners
Download your free guide
Prof Adv: Talking with your clients
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Why advisors choose to partner with us
Resources
FACTSHEETS FOR ADVISORS
Information to support your due diligence
Giving Glossary
Partnering with us
OTHER RESOURCES
Smarter Giving brochure: Introduction to ACF
Donor-advised fund vs private ancillary fund
Responsible investing
Our Board
Gift Acceptance Policy
Fee information
Sue Dahn AM – Partner/Executive Director of Pitcher Partners and Australian Communities Foundation fundholder – shares her insights on the benefits of establishing a Named Fund.
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Get in touch
Contact our Engagement Team to book a free consultation or to request further information.
Olivia Clark-Moffatt, Director of Engagement & Advisory
Aaron McNeilly, Engagement Manager