ABOUT

OUR SERVICES

PHILANTHROPIC GIVING

We work with individuals and organisations who want to support others through giving. We partner with you to recognise your values and interests, identify what drives your sense of giving, and target charities and organisations that have the most meaning to you.

We work with you to:

IDENTIFY YOUR PRIORITIES

We have an in-depth knowledge of charities and will identify what charities align to your values.

ENGAGE THE RIGHT CHARITIES

We liaise with your preferred charities and set up meetings to help you make the right decisions.

BUILD A PURPOSEFUL STRATEGY

We look at your future goals and how you want to grow your strategy. For example, if you want to support a larger project over time, or multiple smaller projects.

STRUCTURE YOUR STRATEGY

We help you decide the best vehicle to deliver your donations such as a family trust of PAF.

PROVIDE ONGOING ADVICE

We keep a close eye on your strategy to ensure it remains on track and continues to meet your needs.

CORPORATE GIVING

Organisations come to us to support their corporate giving strategies. This involves working with the organisation to identify and align corporate values, give employees a say in the giving, develop and manage the giving strategy, and support employee volunteering opportunities.

PRIVATE ANCILLARY FUNDS

A Private Ancillary Fund (PAF) is a charitable trust that provides individuals, families or associations with a formal investment structure for philanthropic giving. This is different to a family trust which may already be established and can be geared to accept donations.

PAFs can be more costly to establish and time consuming to manage, but can be an effective tool for:

Families or groups that want to make decisions together
Pooling money with others
Providing an ongoing legacy of giving
Involving multiple generations in giving
Targeted strategies supported by investment returns
Reinvesting money from the sale of asset to obtain a tax deduction

It is important to seek professional financial and legal advice before setting up a PAF. Our team can advise you on costs and benefits and support you to set up and manage your PAF.

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HOW DOES A PAF WORK?

Gifts are made to the PAF

Gifts are tax deductible to the funder

Gifts are invested within the PAF and managed by a trustee

Trustee decides on the timing and amount of giving which must meet certain criteria.