Partner with us - professional advisors

We provide expertise to grow giving, and we know how to ensure generosity goes further, through careful and considered fund managements.

There are several ways to structure giving. We work together with clients to ensure the most suitable structure and solutions that will leave a lasting legacy for future generations.

We offer resources and ongoing support to complement the services that professional advisors provide clients. We share our expertise to grow structured giving, and we know how to ensure generosity goes further and impact lasts longer through careful and considered management.

• KNOWLEDGE We have in-depth knowledge of the challenges that communities face across Greater Melbourne, and we understand the ecosystem of charities and local organisations working to overcome these challenges.


• EXPERTISE Our team can provide philanthropic expertise on tax-deductible structured giving options, such a setting up a Charitable Giving Fund or planned Estate giving.


• TRUST
  We have the trust of Greater Melbourne, built over our 100-year history of responding to changing community needs.


• EASY
  We make it easy by taking care of investment, governance, compliance and administration, allowing clients to focus on supporting the issues they care about.


• COLLABORATION
  We provide co-funding and collective giving opportunities for people to give together and drive greater change.