Adviser toolkit
Partner with APS
Thank you for your interest in our adviser toolkit on philanthropy. Here you’ll find our online resources to help guide philanthropy conversations with your clients.
We also run CPD-accredited training on how structured charitable giving can build meaningful long-term client relationships.
If you would like to discuss your clients’ goals or receive further advice, please get in touch.
Contact usResources
Everything you need to know about structured giving
- Which structure is right for you?
- Private ancillary funds guide
- Public ancillary fund guide – APS Foundation
- How do I choose the right sub-fund for me?
- Adviser toolkit glossary
When to talk about philanthropy and how to integrate it into your client conversations
- Structured giving : Starting the conversation with your clients
- Structured giving in legacy and estate planning
Work with APS
Education & training
We support professional advisers with CPD-accredited training to build confidence in discussing philanthropy with clients. Delivered through PD days, conferences, webinars and boardroom lunch-and-learn sessions, our programs range from the fundamentals of structured giving to an advanced masterclass series. Register for our upcoming webinars or contact us for more information. We can also arrange a bespoke presentation for your team. Get in touch.
In the news
- A beneficial complementary relationship, Self managed Super (SMS) Magazine, 19 March 2026 (4mins)
- Women urged to harness wealth for happiness as they inherit $3.2 trillion, Adviser Voice 19 March 2026
- APS raises major concerns with changes to ancillary funds, Accountants Daily, 3 March 2026