FS Private Wealth - Philanthropy Articles

Philanthropy Articles

MICHELLE GORTAN | Comments | FRIDAY, 23 NOV 2018

Traditionally, wealth advisers use a succession planning framework. This involves working with the founder (or founders) to look downstream to the ... Read more

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


Australian philanthropist donates $100m to journalism DARREN SNYDER Sydney will be home to a new journalism institute next year as part of a $100 million commitment to the profession from philanthropist Judith Neilson.	Asset manager consolidation top of mind for HNWIs DARREN SNYDER More than 95% of high net worth individuals in Asia Pacific are prepared to consolidate assets with their primary wealth manager, provided there's a strong connection. But it's less likely in Australia.

Charity donates $10m to university KANIKA SOOD Owners of an ASX-listed company donated $10 million to a university with campuses in Coffs Harbor and Queensland to fund research.	Philanthropic foundation names new chair DARREN SNYDER As the 2018 FPA Professionals Congress begins today in Sydney, the association's philanthropic arm is welcoming a new chair.

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Giving for impact

SIMON FREEMAN
CHIEF EXECUTIVE OFFICER
PAUL RAMSAY HOLDINGS PTY LTD

When Simon Freeman took the reins at the Paul Ramsay Foundation, he knew very little about the philanthropy. Now he's part of a growing charitable cohort focusing on innovation. Alex Burke writes.

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Simon Duckett

Adviser

FS Private Wealth

Ten investment lessons for non-profits (Part one)

September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC).

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Christopher Page

Managing Director

FS Private Wealth

Dynamic dynasties

The most financially sound family office can rapidly unravel if not enough attention is paid to a core principle, i.e. to build and preserve socio-emotional ...

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Darren Snyder

Editor

FS Private Wealth

Challenging retirement income

A concept I have heard around the traps this year involves the removal of retirement income from our vocabularies and mindsets. There are industry notables ...

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Nicole Connolly

Executive Director, Investments

FS Private Wealth

Smaller investors expected to increase allocations to unlisted infrastructure

Australia's larger industry superannuation funds have invested in unlisted infrastructure since the mid-1990s, accessing the benefits and diversification ...

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