Philanthropy is often deeply personal. When advisers understand how clients connect their giving to their values and families, they strengthen trust and deepen long-term relationships. Demonstrating expertise in this space sets advisers apart and positions them as true partners in their clients’ broader life goals, not just their financial ones.

Join Kate Stone, Head of Philanthropic Giving and Kate Bowditch, Partnerships and Development at Australian Philanthropic Services (APS), as they share their insights from working with APS clients and their families and across the wider philanthropic sector. This session will explore how connecting with personal values, charities, family members, and like-minded givers can elevate the meaning and enjoyment of giving and enrich client relationships.

We’ll delve into:

• Australia’s structured philanthropy landscape and the opportunity to grow giving,
• Real-life examples of how APS clients approach their philanthropy,
• Insights into the next generation of givers—what drives them and how they differ from their parents,
• The giving structures available, and their key features.

Whether you’re just starting the conversation or looking to enhance your philanthropic service offering, this session will equip you with the insights and confidence to help clients give with intention and feel great about it.

Register for the event.