Philanthropy is on the rise in Australia, and today’s clients are looking to their advisers for guidance that goes beyond financial performance—they want purpose, impact, and legacy. Yet, many advisers shy away from conversations about charitable giving, unsure where to start or what options exist. This session will change that.
Delivered by Susan Chenoweth, Head of Philanthropic Services at Elston and a leading national voice in philanthropy education, this practical and inspiring session will equip advisers with the tools, confidence, and language to open meaningful philanthropic conversations with clients. You’ll learn how to identify giving opportunities, understand the key structures available (including private and public ancillary funds), and position yourself as a trusted adviser who supports values-based decision-making.
Whether you're working with high-net-worth individuals, families planning their legacy, or clients wanting to give during their lifetime, this webinar will help you integrate structured giving into your advice process in a way that enhances relationships, deepens trust, and adds real value.
