Christmas could be an ideal time for advisers to talk to their clients about incorporating philanthropy into their plan, according to Perpetual.
Perpetual national manager for philanthropy and non-profit services Caitriona Fay said in a statement that Christmas is a perfect time for advisers to explore the rewards of structured giving.
She said structured giving is a great way for clients to set a goal and make them accountable for the next year.
“It’s during the Christmas period that we often realise giving is more rewarding than receiving,” Ms Fay said.
“This joy of giving is really what’s at the heart of philanthropy, enabling us to positively impact the communities we care about and our own lives too.
“With your Christmas spirit in full swing, now is the perfect time to explore the rewards of structured giving.”
Ms Fay also said there are other ways for clients to incorporate philanthropy into their Christmas if structured giving isn’t currently feasible.
“Christmas is also an opportune time to think about what you’d like your legacy and estate to look like, and how you’d like your next generations to be involved,” she said.
“An increasing number of Australians are choosing to incorporate giving into their will.”
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 16 Mar 2018CBA CEO pushed for FOFA extensionBy James Mitchell and Aleks Vickovich
- 16 Mar 2018CPA dealer group clashes with FASEA requirementsBy Katarina Taurian
- 16 Mar 2018NAB launches virtual assistant for superBy Staff Reporter
- 15 Mar 2018IFA-focused platforms open to new strategiesBy Staff Reporter
- 15 Mar 2018Deakin eyes advisers to fill staff demandBy Killian Plastow
- 15 Mar 2018Adviser Innovation Summit 2018 agenda announcedBy Staff Reporter
- view all