Workshops: Charities and Donors

Our Charity and Donor Workshops

These workshops support both sides of the giving equation. For donors seeking to maximise their impact, our focused workshops provide clarity on structured giving pathways and how to align generosity with values and legacy.

For advisory firms committed to making philanthropy a core offering, our comprehensive program embeds giving into your practice DNA, transforming it from an occasional conversation into a natural part of how you serve clients, retain relationships and build reputation.

Making your Giving Go Further


Duration: 60-90 minutes

For

Donors seeking to make their generosity more strategic and enduring.

Purpose

Help donors explore structured giving options and position charities as trusted partners in their giving journey.

Outcomes

Understand structured giving pathways, align giving with values and legacy goals and identify next steps.

Embedded Philanthropy Program


Duration: 12-18 months

For

Advisory firms committed to embedding giving into their practice.

Purpose

Partner with forms to build long-term capacity, integrating philanthropy into systems, culture and client processes.

Outcomes

Create sustained behaviour change, strengthen client relationships and contribute to a firm-wide culture of giving.

Enquire about our charity and donor workshops

Grow your business with Australia's first dedicated structured giving education hub for professional advisers.