This paper comprises an excerpt from JBWere's 'The Bequest Report: Reshaping Australia by passing on more than assets' of July 2024. Read more

This paper is intended to help people who have taken up the challenge and responsibility of investing money for the benefit of the others. Read more

In February 2022, Pitcher Partners surveyed senior professionals at not-for-profit (NFP) organisations to develop a deep understanding of the sector. Read more

When you choose to contribute your wealth to society, you want to make sure it has the greatest possible impact. Deciding when and how to pass it on is a huge part of that. Read more

In today's low-interest-rate environment, finding ways for not-for-profits (NFPs) and charitable trusts to meet the needs of their beneficiaries while managing risk requires a specialist approach. Read more

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. Read more

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 giving purposes. Simple and quick to set up, they ... Read more

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 in the past 12 months. It also draws upon in-depth ... Read more

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? Read more

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 have looked at the past reactions of individuals ... Read more