The year 2020 presented extraordinarily challenging circumstances for individuals, families and the broader communities. Despite the economic and social volatility that we have experienced, Australians responded with incredible resilience and sense of community. Many individuals – especially those with the financial capacity to do so, have used philanthropy to support not-for-profit organisations working with communities facing hardship.
As we look to the future, we are conscious there is still a long way to go in rebuilding livelihoods, communities, structures of society and our environment. We believe that philanthropy will play an important and increasing role in this; and we are well placed to support clients in identifying a giving strategy and structure to help them achieve their philanthropic goals.
There’s still time for your clients to establish a charitable account this financial year.
While the end of the financial year is near, there is still time for clients to give back through a structured philanthropic solution and receive a tax deduction for 100% of the value of their gift. What’s more, clients don’t need to choose the eligible charity they wish to support straight away – they can delay this decision until the end of the 2022 financial year.
Our philanthropic services team can help you find the right philanthropic giving solution for your client, whether it’s a donor-advised account, their own foundation or identifying their philanthropic purpose and connecting with a partner to help them achieve their giving goals.
Set up a donor-advised account
Create a lasting and meaningful legacy with the AET Foundation
Start a foundation
Create a personalised and purposeful giving program with a private ancillary fund
Connect with a charity
Find eligible charities with a shared purpose to support through a foundation or donor advised fund with Giving Connect