Becoming a philanthropist
Our Tax and Private Clients experts discuss philanthropy and how to have a philanthropic impact by contributing during your lifetime and creating a legacy on death. We cover how to choose whether to give during your lifetime or through your estate plan, appropriate and tax-savvy structures, and the different types of funds. We’re also joined by guests who discuss the importance of philanthropic role models in developing a strong ‘giving culture’, and how to democratise structured giving to make it accessible.
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Emma Woolley and guest Carly Severino, Director of Community at Australian Communities Foundation, discuss the power and joy of collective giving, why community foundations are a model for giving across the world, the benefits of structured giving and how to democratise structured giving to make it as accessible as possible across Australia.
Australian Communities Foundation is a nationally focused community foundation that connects those who can give with the people and organisations leading the way. It aims to make philanthropy easy and accessible for people from all over Australia.
Emma Woolley and guest Peter Winneke, a generosity and life legacy adviser, discuss how Australia’s philanthropic sector has grown over the past 20 years, the importance of philanthropic role models in developing a strong ‘giving culture’, why families should discuss ‘how much is enough’, ‘how much to leave the kids’ and how family foundations can be a great educational tool for the next generation.
Peter Winneke has more than 20 years’ experience in strategic, impactful giving. His book, Give While You Live: A practical guide to more & better giving in Australia, explores how much is enough, how much to leave the kids, best practice giving, and how it will enhance your purpose and legacy.
Juliet O’Brien and Todd Bromwich discuss charitable trusts and private ancillary funds, their key features and tax benefits, and why clients choose these funds to establish a long-term charitable legacy.
Juliet O’Brien and Todd Bromwich discuss everything you need to know about philanthropy and philanthropic giving, including whether to give during your lifetime or through your estate plan, the most appropriate and tax-savvy structures, and how to establish a ‘living legacy’ that your family may choose to carry on.
