Professional Advisers

//Professional Advisers
Professional Advisers 2018-06-13T11:49:22+00:00

We can support you in advising your clients on philanthropy

As Professional Advisers, you are in a prime position to help your clients achieve their charitable goals.  Through structured giving, your clients can blend philanthropy into their overall financial and estate planning.

When you partner with ACF, you gain full access to philanthropic expertise. We become your first point of call and resource in helping you fulfil your client’s charitable goals.

We assist by

  • being a referral service to your clients who have complex philanthropy objectives;
  • providing philanthropic consulting if you want to research a particular philanthropic program;
  • helping you develop a deeper, richer client relationship
  • preparing you to stay “ahead” of your competition through incorporating philanthropy that matches your client’s wealth plan.

Learn more

GIVE is ACF’s education and engagement program for financial advisers. It’s designed to provide you with everything you need to confidently provide advice on philanthropy to your clients. As part of GIVE, ACF hosts a number of educational events and seminars throughout the year to assist professional advisers on topics relating to charitable giving, strategies and your clients’ philanthropy.

ACF also offers custom presentations and seminars for you, your colleagues and your clients.

In exchange for these services, ACF charges two fees, a Donor Administration & Support Fee and an Investment Management Fee.

Contact us to find out more.

Resources

EOFY is a timely reminder to discuss tax strategies and structured giving with your clients.

Don’t know where to start?

Subscribe to download our guide to philanthropy for professional advisers.


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Connect with us

Stay up-to-date and connect with other professional advisers who are active in the area of philanthropy by following us on LinkedIn.