Donors & Philanthropists

We work with donors, philanthropic families, private foundations, trustees and charitable organisations to create lasting impact. As your trusted adviser, we help you establish an effective giving framework, navigate governance and compliance, and preserve your legacy and impact.

Whether you are making philanthropy part of your family’s legacy or overseeing an established charitable entity, we provide practical, strategic advice to help ensure your charitable objectives are achieved with confidence and integrity.

Establishing your Giving Framework

• Advice on establishing giving funds, charitable trusts and other philanthropic structures aligned to your giving objectives.
• Developing governance frameworks that support family involvement and intergenerational philanthropy.
• Aligning charitable structures with broader estate planning and succession objectives.
  

Governance and Compliance

• Governing document reviews including constitutions, trust deeds and policies.
• Advice on ACNC, ATO, DGR and associated compliance obligations.
• Trustee and director duties and responsibilities.
• Tailored training and leadership capability building.
• Guidance on emerging legal, regulatory and governance issues.

Preserving your Legacy and Impact

• Developing governance arrangements that preserve donor intent over time.
• Supporting family succession and next-generation engagement with philanthropic activities.
• Reviewing charitable structure to ensure ongoing effectiveness and alignment with evolving objectives.
• Advising on legacy planning and the long-term stewardship of philanthropic assets.

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