The EOFY Philanthropy Guide for Advisors
Help your clients give with purpose this EOFY
EOFY Philanthropy Guide for Advisors
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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
2025 Tax-Smart Philanthropy Guide for advisors
Download your free guide
Download your free guide to tax-smart philanthropy, including practical tips and questions to guide you and your client.
Deepen your client relationships, align financial planning with their values and help maximise the tax benefits of giving.
Prof Adv: Talking with your clients
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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
Contact our team to learn more
Contact our Engagement Team to book a free consultation or to request further information.
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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: 2025 Advisor Guide to Philanthropy
Support your clients with tax-smart giving solutions this EOFY.