With an estimated wealth transfer across generations of $2.4–3 billion between 2007 and 2061, Australia is seeing a significant shift in who is giving and their giving preferences.
Recent research conducted by The Australian Centre for Philanthropy and Nonprofit Studies (ACPNS) at QUT found almost 90% of professional advisers believe their high-net-worth clients hold an interest in philanthropy, but only 10% discuss this with their clients. Philanthropy does not just benefit the community who receives it, but it can also nurture the client-adviser [...]
Congratulation to Sue Dahn, Partner/Executive Director at Pitcher Partners who has been named the leading woman and third overall in the 2018 list of Top 50 Financial Advisers in Australia, as compiled by US financial investment publication Barron's and the Australian’s business magazine The Deal. Sue has been a member of our ACF community since [...]
Professional advisers seeking to make philanthropy a part of their conversation with clients can benefit from partnering with specialists who can offer services and advice to inform their conversations. We spoke with Chris Morcom, Director and Private Client Adviser at Hewison Private Wealth , who shares his experience of engaging with Australian Communities Foundation when [...]
Have you discussed philanthropy with your clients? According to the Australian Centre for Philanthropy and Nonprofit Studies at QUT Business School, professional advisers discuss philanthropy with less than 10% of their high-net-worth clients. Sue Dahn, one of Australia’s top 50 financial advisers, Executive Director and Partner at Pitcher Partners spoke with us about the value [...]