Workshops – Professional Advisers
Our Foundational Workshop Series
These practical 60-90 minute workshops are designed to meet professional advisers at every stage of their philanthropy journey.
Whether you're new to structured giving or ready to support clients through implementation, each session provides the frameworks, language, and confidence to integrate philanthropy into your practice.
Philanthropy & Structured Giving 101
For
Accountants, lawyers, financial advisers new to philanthropy or structured giving.
Purpose
Introduce Australia’s philanthropic landscape and inspire advisers to see their role in enabling giving.
Outcomes
Understand the giving ecosystem, recognise client motivations and barriers, and identify structures giving vehicles.
Guide: The Giving Conversation
For
Accountants, lawyers, financial advisers wanting to confidently raise and guide client conversations about giving.
Purpose
Build the confidence, skills and language to naturally introduce philanthropy within client discussions.
Outcomes
Learn practical 3-step conversation framework, manage hesitations, embed giving discussions into ongoing advice
Structured Giving: Tools, Tax & Technicals
For
Accountants, lawyers, financial advisers supporting clients to establish or manage structured giving vehicles.
Purpose
Provide technical knowledge and frameworks to turn client intent into effective, compliant action.
Outcomes
Understand the structures, compliance and collaboration needed to deliver responsible, ethical giving advice.
Bringing the Legacy Forward
For
Lawyer and Estate Planners who advise clients with charitable bequests or legacy gifts.
Purpose
Help legal professional explore how to guide clients in bringing their giving forward transforming bequests into living philanthropy through structured vehicles.
Outcomes
Understand how to transition from a deferred bequest to a living legacy, build confidence in initiating “giving while living” conversations, and identify next steps for implementation.
Enquire about our foundational workshops
Grow your business with Australia's first dedicated structured giving education hub for professional advisers.