Philanthropy

Philanthropy Articles

DAVID KNOWLES | Comments | FRIDAY, 12 MAR 2021

Mistakes are valuable because we learn from them. This is as true when it comes to charitable giving as it is in other areas of life. So, what has Koda Capital's philanthropic advisory team and years ... ... Read more

How to set up a charity giving fund

DAN SAUNDERS | Comments | WEDNESDAY, 10 FEB 2021

A charity giving fund, also known as an 'ancillary fund', is a vehicle for public and private philanthropy. It is a type of charitable trust designed to provide an investment structure for philanthropic ... ... Read more

Purpose and profit

SOPHIE RENTON | Comments | MONDAY, 21 DEC 2020

This paper comprises an extract from McCrindle's The Australian Communities 2020 report, based on the results of respective online surveys of Australian charity workers and those who had given to a charity ... ... Read more

Choosing the right social enterprise structure

REGIE GARDOCE | Comments | FRIDAY, 13 NOV 2020

Traditionally, businesses are set up to make a profit. Not-for-profits are set up to do social good. But what if the objective is to do both? Social enterprises sit right in the middle of this spectrum-they ... ... Read more

The outlook for philanthropy during COVID-19

JOHN MCLEOD | Comments | FRIDAY, 17 JUL 2020

This report attempts to estimate the outlook for philanthropy and volunteering in Australia during the unprecedented combination of a major economic downturn and a significant global health crisis. We ... ... Read more

Best practice principles in philanthropy

CAITRIONA FAY | Comments | FRIDAY, 15 MAY 2020

There is much to mull over in what has been another 12 months of scrutiny for 'big' philanthropy internationally. Much of that attention has focused on the decision-makers, their power and what they ... Read more

Philanthropy: Engaging with a brave new world

RHODRI DAVIES | Comments | FRIDAY, 13 DEC 2019

Impact of the US and UK political environments on philanthropy The impact on philanthropy of Brexit, Donald Trump et al. has been felt both directly and indirectly. In terms of direct impact, there may ... ... Read more

Please pass the values: using philanthropy to communicate what matters the most

KERRI MAST | Comments | FRIDAY, 18 OCT 2019

Philanthropy has a significant role in the overall planning picture for many families and can have a number of benefits, such as tax benefits, life satisfaction and the opportunity to pass values to ... Read more

A snapshot of Australian giving

DAVID KNOWLES | Comments | TUESDAY, 16 APR 2019

In a must read for philanthropists, Koda Capital marries existing research with its own insights to piece together a detailed picture of how Australians donate. ... Read more

Go slow to go far

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 next generation for an effective "passing of 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 philanthropy. ... 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 own organisation and the options available to them. ... 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 Australia Awards. ... 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 networks. ... 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 private wealth institutions in the country. ... 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 came out. ... 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 support a favourite cause. For these people, charitable ... ... 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 managers, who have agreed to work pro bono, alongside ... ... 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, new investment vehicles allow private investors to ... ... 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 established in June 2001, the number of PAFs has ... ... 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 in you by your reading" ? Eleanor Roosevelt ... 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 were there to make money, some of which they occasionally ... ... 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, General Manager Philanthropy, Perpetual Private looks ... ... 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, usually because they are asked, they want to take ... ... 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 nature and focus of each individual philanthropist's ... ... 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 matter to them, so they can turn affluence into influence. ... 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 university professor Michael Porter and business leader ... ... 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 and Andrew Forrest, and Graeme Tuckey, this rise ... 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 donations to charities they support, but may like to accomplish ... ... 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) organisations. Do we assist in building up their organisational ... ... Read more

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Philanthropy Articles

Philanthropy Articles

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Mistreated parent and loss of inheritance

Neighbours inherit waterfront estate

When friends become family

Lessons for endowments from COVID-19

Industry Events

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Do you want professional financial advice on cryptocurrency?