Professional Advisers

Become an active inspired professional adviser.  Talk to, plan with and engage your clients in philanthropy.

As Professional Advisers, you have the opportunity to help your clients achieve their charitable goals, through planned giving that blends philanthropy with overall financial and estate planning.

When you partner with Australian Communities Foundation, you gain full access to the philanthropic expertise your clients are looking for. You will always retain complete control of your client relationships, while we act as a partner and resource to help fulfil their charitable goals.

Australian Communities Foundation can:

• help you develop a deeper, richer client relationship;
• assist as a referral service to your clients who have complex philanthropy objectives;
• provide philanthropic consulting if you want to research a particular philanthropic program
• by incorporating philanthropy, in particular the community foundation model into your client's wealth plan, you stay competitive if not "ahead" of your competition.

Education

Australian Communities Foundation hosts a number of educational events and seminars throughout the year to assist professional advisers on topics relating to charitable giving and your clients’ philanthropy.

We offer engaging lectures and dynamic panels who provide fresh insight on strategies to work with high net worth individuals and their families on how to maximize their charitable giving.

We offer custom presentations and seminars for you, your colleagues and your clients.

Please call us on 03 9412 0412 for more detailed information on how we can assist you.

Quick Links

• Financial Data
• Facts and Figures.

Testimonials

With inter-generational transfer of significant wealth being a major and growing issue for many client families, we are finding more and more discussions with clients touching on giving back something to society. The taxation benefits of making sizable donations, as part of a comprehensive financial planning process, can be quite pronounced when timed with significant life events such as retirement or upon the sale of major assets or businesses. Through either a Prescribed Private Fund (PPF) or a family fund within MCF, we are also seeing many clients appreciating the concept of giving in a perpetual structure to promote such an ethos in the following generations.

We have found MCF to be an organisation providing a cost effective option in this area for a number of clients without the immediate critical fund size or inclination to manage a PPF. MCF has a very inclusive attitude to its donor families and gives an added benefit through its active communication and educational type services.

Tim James , Director, UBS Wealth Management.

Over the years I’ve seen too many people with good intentions fall by the wayside, because they believe they can’t afford to establish and maintain their own charitable trust. I refer people to MCF to establish a sub-fund, because they can achieve their philanthropic objectives relatively cheaply and easily and can be as involved as they wish in the grantmaking activity of their sub-fund.

MCF provides ongoing advice to sub-funds, keeping them abreast with changing regulations and obligations.

Philanthropists, especially those who live in the country, can be isolated and out of date otherwise. MCF’s correspondence and meetings keep them informed and inspired.

My clients appreciate that MCF board members are volunteers and MCF is a lean organisation, so that the charitable funds contributed are not eroded by administrative costs.

Mary Stewart, Lawyer in Shepparton Victoria, Law Institute of Victoria, Accredited Specialist in Wills & Estates

What differentiates MCF from other providers and from going it alone with a PAF is MCF’s grantmaking experience and expertise and its support in helping donors become effective philanthropists.

Sarah Robinson Associate Director, Macquarie Private Wealth

Further Resources

• View our Financial Information & Investment Objectives and Guidelines

• Contact Australian Communities Foundation on (03) 9412 0412 to discuss.
  

Professional Adviser Resource List

The following Professional Advisers have partnered with Australian Communities Foundation to help their clients incorporate charitable giving into their financial and estate plans.  They can be valuable resources for others who seek advice in these areas.