In response to Australia’s unprecedented $5.4 trillion intergenerational wealth transfer, Australian Philanthropic Services (APS) has launched a new service to help families shape a more purposeful legacy — one grounded in generosity, not just wealth.

The ‘Giving Legacy’ service makes it easy for Australians to embed philanthropy into their estate and succession plans — offering a flexible, values-based approach to legacy planning that extends beyond financial assets.

APS CEO, Judith Fiander, says the new service fills a growing gap in the market.

“We’re seeing a surge in people looking to make their giving intentional and enduring. But many don’t know how to get started, or how to ensure their impact outlives them,” she says.

The Giving Legacy service allows individuals to establish a Giving Fund through the APS Foundation — either during their lifetime or through their Will. It includes the option to:

• Start giving now and receive immediate tax benefits
• Nominate a trusted individual or appoint APS to manage the fund
• Create a personalised Giving Plan that documents philanthropic intent
• Join a national community of Giving Guardians — individuals committed to lasting impact through giving

“Giving Legacy makes it simple. It can be set up in under 24 hours, and tailored to your personal values, causes, and family,” Fiander says.

The service is particularly relevant for those who have recently experienced a major financial event — such as the sale of a business or property — and are seeking both tax-effective solutions and a long-term giving strategy.

“Many Australians don’t just want to pass on wealth — they want to pass on what matters,” says Rachael Rofe, Head of the APS Foundation.

“This is for those who want to leave behind more than an inheritance. It’s for people who want to spark impact, model generosity, and give the next generation something to live by, not just live off.”

“This isn’t just about winding up an estate. It’s about using your success to shape a better future — while you’re here to see the impact, or after you’ve gone,” says Rofe.

With tax-free investment returns, expert management, and ongoing distribution to charities of your choosing, a Giving Fund can help your generosity grow over time — turning one decision into decades of impact.

For more information on the Giving Legacy service, contact us.

-oOo-

Australian Philanthropic Services (APS) is the leading independent, not-for-profit philanthropic services organisation in Australia.  Our 950+ clients donated over $200 million to charity last financial year and have committed over $2.4 billion to charity held in structures that we support.

We offer fulfilling ways for you to manage your charitable giving over time using tax-efficient structures called ancillary funds. With APS, you can establish your own private ancillary fund (PAF) or a named giving fund (also known as a sub-fund) in our public ancillary fund, the APS Foundation.

Published 28 May 2025