Advisers

Your trusted philanthropic partner

Australian Philanthropic Services (APS) works with professional advisers including accountants, lawyers or wealth advisers, to help you build a philanthropic offering for your clients. Our services have been designed to complement the support your clients already receive from you.

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.

How APS supports you and your clients’ philanthropy
Expertise in structured giving

APS are experts in private and public ancillary funds. We provide you and your clients with advice and technical support from your initial enquiry to establishment and beyond, allowing your client to focus on the causes they wish to support.

Specialised giving service

Your clients gain access to APS Giving Services and our wealth of philanthropic 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 philanthropic partner.  Talking about philanthropic giving can play an important role in enhancing your client relationship.

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.

Contact us

Please contact Kate Bowditch to arrange CPD-accredited staff training, a meeting or to request further information.