FS Private Wealth - Philanthropy Articles

Philanthropy Articles

Creating a culture of philanthropy while doing the work

BETH KANTER | Comments | FRIDAY, 13 APR 2018

Today's non-profit marketers must be experts in learning how to shift their organizational culture towards a culture of ... Read more

Leadership insights

SHAMAL DASS | Comments | FRIDAY, 16 FEB 2018

This paper will recap the current non-profit landscape, build a case for scaling around impact and provide a framework for Boards to think about their ... Read more

The fruits of giving

MICHELLE BALTAZAR | Comments | FRIDAY, 18 AUG 2017

Financial Standard's director of media and publisher, Michelle Baltazar, travels to Melbourne to meet the winners of the 2017 Philanthropy ... Read more

Guest of honour

BARRY LAMBERT | Comments | TUESDAY, 3 JAN 2017

Count founder Barry Lambert traces his steps from garbage duty at the Commonwealth Bank to founding one of Australia's most respected accounting ... Read more

Purpose before product

JUSTIN GREINER | Comments | WEDNESDAY, 30 NOV 2016

JBWere chief executive Justin Greiner looks back on his journey from selling Coca Cola in the former Soviet Bloc to managing one of the most venerable ... Read more

Societal impact

TRUSTED FAMILY | Comments | FRIDAY, 20 MAY 2016

We recently held a workshop with a number of our families on how to engage family members using societal impact. These were some of the themes that ... Read more

When charitable giving makes "tax-effective sense"

IOOF TECHNICAL SERVICES | Comments | WEDNESDAY, 10 JUN 2015

For some, charitable giving is part of a lifelong mission to help others and goes far beyond donating clothes or making small, one-off donations to ... Read more

A perpetual gift to Australia's future generation

GEOFF WILSON | Comments | WEDNESDAY, 10 JUN 2015

In an Australian first, Future Generation Global Investment Company Limited (FGG) will provide investors with access to Australia's best global fund ... Read more

A perpetual gift to Australia's future generation

GEOFF WILSON | Comments | WEDNESDAY, 10 JUN 2015

A significant number of family offices have a wealth creation arm and a philanthropic arm. While most of the times both divisions are run separately ... Read more

Trends and innovations in PAFs

JOHN MCLEOD | Comments | WEDNESDAY, 10 JUN 2015

Private ancillary funds, or PAFs, started life as part of a Howard government response to improve philanthropy in Australia. Since the first funds were ... Read more

Investing for non-profits - 10 essential questions

DAVID KNOWLES | Comments | WEDNESDAY, 10 JUN 2015

"What counts, in the long run, is not what you read; it is what you sift through your own mind; it is the ideas and impressions that are aroused ... Read more

Non-profit leadership: Emerging themes

DAVID KNOWLES | Comments | THURSDAY, 16 OCT 2014

It used to be so simple. Governments had a clear role, charities and non-profits had a clear role and philanthropy filled the gaps. For profits? They ... Read more

A new surge of philanthropic giving, but is it enough?

ANDREW THOMAS | Comments | THURSDAY, 16 OCT 2014

Philanthropy is currently big news in Australia thanks to some record-breaking donations by philanthropists in the past 18 months. Andrew Thomas ... Read more

Rewards and benefits of private ancillary funds

ANTONIA RUFFELL | Comments | WEDNESDAY, 21 MAY 2014

A growing number of individuals and families are taking a more strategic approach to their philanthropy. Instead of making multiple, ad hoc donations ... Read more

Leaving a lasting legacy is easier than you think

TABITHA LOVETT | Comments | WEDNESDAY, 21 MAY 2014

There is a saying in philanthropic circles that if you have met one philanthropist you have met one philanthropist. This idea recognises the unique ... Read more

Rethinking Family Foundations: What's the Optimal Structure?

CLAUDIA SANGSTER | Comments | TUESDAY, 5 NOV 2013

For years, private family foundations have rewarded those who operate them in a variety of ways. They help families focus their giving on issues that ... Read more

The Value of Sharing

ROBERT DUNN | Comments | TUESDAY, 4 JUN 2013

It may seem contradictory, but it's true: businesses stand to benefit significantly from trying to solve social problems. Put forward by Harvard ... Read more

Why Philanthropy?

TERESA ZOLNIERKIEWICZ | Comments | TUESDAY, 4 JUN 2013

Tax data shows that overall giving in Australia has increased steadily over the past decade. Thanks to leadership from philanthropists such as Nicola ... Read more

Structured Philanthropy Gives Certainty to Medical Research

ANDREW THOMAS | Comments | MONDAY, 15 OCT 2012

In this article Perpetual Private Wealth's Andrew Thomas champions the role of philanthropy in fostering medical research. ... Read more

Misconceptions about charitable trusts and their benefits to clients

TABITHA LOVETT | Comments | FRIDAY, 18 MAY 2012

The majority of clients consulting financial planners will have some personal experience with charitable giving through fundraisers and making ... Read more

Next generation philanthropy

PETER WINNEKE | Comments | FRIDAY, 18 MAY 2012

Many would agree that one true test of a civil society is how we treat those less fortunate than others and our not-for-profit (community) ... Read more

Latest News


Should high-income earners pay charity levy? DARREN SNYDER Academics have proposed a new system to better distribute Australia's wealth - one which would see high-income earners pay a charity levy.	Family offices maintain equity allocations: Study DARREN SNYDER Latest research shows less than one-third of family offices are using quantitative models to determine asset class allocations and position sizes. At the same time, equity allocations remain unchanged.

Aussie HNWI population grows: Capgemini HARRISON WORLEY Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017.	Socio-emotional wealth key to keeping business in the family: KPMG HARRISON WORLEY Latest family business research from KPMG shows that business families with high socio-emotional wealth are more likely to keep control of the business within the family.

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Our next investment: why millennials matter

Identified as a Supertrend by Credit Suisse, millennials' values are key when discussing investment opportunities. Characterized unlike any other generation ...

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Nick Sladen

Equity Analyst, Australian Equities

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Amazon is here: now what?

After a highly publicised build-up and surprising the market by not launching for the 'Black Friday' and 'Cyber Monday' sales1, online retail giant, Amazon ...

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Christopher Page

Managing Director

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Game of thrones

Passing the torch to the next generation is an important step in the family office journey, but it shouldn't be done without careful consideration. Family ...

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John Dyall

Head of Investment Research

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Geiger counter hits the hot zone with ESG fund

Normally the "hot fund" Geiger counter registers well before a fund appears at the top of the performance tables. Not so with the Generation Wholesale ...

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