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Your trusted philanthropy services partner
Australian Philanthropic Services (APS) works with professional advisers including financial planners, wealth managers, accountants and lawyers to help your clients achieve their charitable giving goals.
Talking about philanthropy and charitable giving can play an important role in enhancing your client relationship. Our services have been designed to complement the support your clients already receive from you.
How can APS support you and your clients’ philanthropy
APS is a not-for-profit organisation and not aligned to any financial institution or charity. Our focus is on supporting and growing effective philanthropy in Australia through charitable giving structures.
Expertise in structured giving
APS are experts in private and public ancillary funds. We establish a third of the private ancillary funds (PAFs) in Australia each year and have the fastest growing public ancillary fund (PuAF) in Australia. We can provide your clients with technical support from initial enquiry to establishment, through to administration, management and compliance.
Specialised giving service
Your clients gain access to APS Giving Services and our wealth of philanthropy experience, advice, knowledge and networks. From first gifts to strategic funding rounds, we support your clients’ giving to the causes that matter to them.
Your client relationship
As the clients’ professional adviser, you maintain the key relationship with your client while APS is your outsourced philanthropy partner. We manage the administration so you can continue focusing on your clients’ broader financial and estate planning goals.
Structured giving options
Clients can choose between establishing their own Foundation (private ancillary fund) or a giving fund in the APS Foundation (public ancillary fund). Both have the same tax deductibility and ability to select the charities you wish to support.
Conversation toolkit
Here are our most-requested resources to help you in your client conversations.
- Conversation Guide – Twelve questions about values
- Video – What is Structured Giving?
- Flyer – Which structure is right for you?
- Brochures APS Foundation or Private Ancillary Funds
Contact us
Please get in touch if you had any questions on structured giving for your clients, or to arrange CPD-accredited training.