Charitable and philanthropic planning is an increasing part of a family’s financial strategy.
Philanthropy is defined as the desire to promote the welfare of others by donation to charitable causes.
Giving is a very personal act. Motivations can include passion for a cause that has touched family members, a sense of obligation, a religious belief, or even a lack of heirs. Charitable and philanthropic planning is increasingly being incorporated as part of an overall financial strategy, as we seek to contribute back to society, thus producing a social dividend.
How we help clients
HLB Mann Judd in Brisbane has developed a specialist service offering to facilitate the increasing interest in philanthropy within the community. Our team has a genuine passion and personal involvement in this area, enhanced by qualifications and expertise in governance, strategy, investment management, audit services and accounting. We can provide a genuine one-stop shop for all philanthropic requirements.
It is important to seek professional advice in order to correctly structure philanthropic assets, and to ensure investments are well managed and tax-effective. Please contact your adviser if this is an area that is of interest to you, your family or your business.
Philanthropy Australia Membership
HLB Mann Judd Brisbane Wealth Management is an Associate Member of Philanthropy Australia. To find out more about Philanthropy Australia, visit www.philanthropy.org.au.