Study of the financial adviser’s role in philanthropy
From PhilanthropyWiki
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Part of the CPNS Working Paper series, this paper presents the key findings from a study of Australian financial advisers' attitudes to including philanthropy in planning with high net worth clients, and the extent to which they engage in it. The study’s findings suggest that Australian financial advisers are not as active as their US counterparts in raising the topic of philanthropy with their high net worth clients. However, most Australian advisers surveyed believed that clients could find satisfaction through philanthropic giving, and would welcome resources and support to assist their clients interested in tax effective giving. Among the materials identified as most likely to be helpful to them were:
- Educational materials that could be shared with clients
- A single volume detailing philanthropic options
- Case histories
- Sample documents for private foundations
- ‘How to’ articles in professional journals
Many advisers, when questione, showed interest in joining a professional network which would promote philanthropic giving and resources, on the condition that it was both confidential and non-commercial in nature.
Full text available as a PDF download at the QUT ePrints Archive