Information for advisers

Structured giving vehicles such as private ancillary funds and public ancillary funds provide an ideal pathway for philanthropy to grow. So as well as helping individuals and families, we work with professional advisers to help you help your clients understand philanthropy.

Our services have been designed to complement, not replace, the advice philanthropists already receive from their accountant, lawyer or wealth adviser.

Australian Philanthropic Services is an independent, not-for-profit organisation with no conflicts of interest. In particular, for private ancillary funds we don’t manage the assets. That is the role of wealth advisers. Our interest is in seeing structured giving vehicles proliferate so that more people can experience the joy of giving…..and in an effective and efficient manner.

For wealth advisers, private ancillary funds provide a number of benefits:

  • It gives you the chance to deepen and broaden the relationship between you and your client…… and often your client’s family;
  • As money within a private ancillary fund is often invested in perpetuity, it’s an ideal environment for long-term investing; and
  • You have increased flexibility around some investment decisions within a private ancillary fund, due to the tax exempt environment of the structure

If a private ancillary fund is not the right solution for your client, talk to us about our public ancillary fund offering, Australian Philanthropic Services Foundation. We can also help you set up your own cost effective public ancillary fund if you wish to provide a “pooled” philanthropic option for your clients.

And as one of the few experts in this field, we can assist your clients make informed decisions about grantmaking, so their philanthropic dollar goes further. This is a difficult skill-set to access as very few organisations in Australia provide such advice.

 


advisers