Private wealth seminar - Philanthropy

Date and location

Event description

As is true of all planning, what is right for one may not be right for another.  Philanthropy is certainly no different.

In this seminar we will be exploring the options through a variety of case studies that will illustrate when may be appropriate to:

  • Give to an existing charity (during life or on death);
  • Set up a donor managed fund;
  • Establish a new charity (and if so, what type); or
  • Donate through a family business

In each case we will weigh up the pros and cons to help you guide your clients as to the best way for them to support their favourite cause.

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