Our team has a longstanding commitment to grow, educate and support Australians wanting to engage in philanthropy.
Our role includes:
- Helping private families develop their own philanthropic plans. To date, we have established over 15 private foundations or Private Ancillary Funds with a network of professional advisers,
- Advising trustees of larger Foundations on how to manage their investments and comply with their legal responsibilities, and
- Providing direct financial support to a range of organisations including the Sydney Burns Foundation, Salvation Army Oasis Youth Network, MCA Bella Program and various organisations in East Timor, including Operation Lifeline and scholarships in association with the Mary MacKillop East Timor Foundation.
The following papers may assist you in deepening your understanding of how you can develop your own private philanthropic plan:
- What is a Private Ancillary Fund?
- A Handbook for Trustees of Private Ancillary Funds
- The legal guidelines that all Private Ancillary Funds must adhere to
In recent years, many philanthropists have sought greater transparency and understanding on how their time and resources are making a difference in the community. Many no longer regard their efforts as ‘charity’ but rather ‘social investing’.
The following articles from Harvard Business School outline how philanthropists who have developed a strategy for social change may benefit from having greater visibility and evidence of the outcomes of their efforts: