Guide to Giving
MEDIA, JOBS & RESOURCES FOR THE COMMON GOOD
NEWS  |  General, Research

Professional Advisors and Philanthropy – Survey


Tuesday, 29th April 2014 at 11:41 am
Lina Caneva, Editor
A new study is being undertaken as part of the QUT Business School’s research program into the willingness of professional advisers to discuss philanthropy with their clients.

Tuesday, 29th April 2014
at 11:41 am
Lina Caneva, Editor


0 Comments


FREE SOCIAL
SECTOR NEWS

 Print
Professional Advisors and Philanthropy – Survey
Tuesday, 29th April 2014 at 11:41 am

A new study is being undertaken as part of the QUT Business School’s research program into the willingness of professional advisers to discuss philanthropy with their clients.

It is the fourth study by the Australian Centre for Philanthropy and Nonprofit Studies (ACPNS) of Australian professional advisers since 2002. 

“While Australians generally are quite generous, Australia’s wealthy (on average) are not donating as much to charities as their counterparts in the US, UK and Canada, despite their wealth growing at a much faster rate than their level of donation,” according to researchers Stephanie Boldeman and Dr Wendy Scaife.

“We know that professional advisers can play a key role in facilitating wealthy clients’ charitable giving and there is an increasing trend since 2002 among Australian advisers to include philanthropy in their suite of services for wealthy clients,” they said.

“In recent Australian research, wealthy people involved in philanthropy identified a number of significant areas where professional advisers could assist them.
 
“In this context, this project will continue to analyse trends in Australian professional advisers’ views about philanthropy and about assisting clients to engage in charitable giving.”

Specifically, the are seeking advisers’ views on:

  • What role do professional advisers play in helping Australia’s high-net-worth individuals to donate to charitable causes?
  • What are the reasonable limits to professional advisers’ roles in advising clients in this area?
  • What are the constraints and barriers to providing philanthropic advice to clients and how might these be overcome?

“We are interested in professional advisers’ views whether or not they personally engage in philanthropy or currently advise clients about philanthropy. Advisers may be working with clients on issues such as tax, accounting, financial planning, legal matters, estate planning, trusts, banking, wealth management or other medium to long-term financial matters.
 
“With advisers’ help, we can understand advisers’ priorities and any barriers that exist in providing advice about philanthropy. Importantly, the research can identify the most helpful resources and support for advisers, where these may be required,” they said.

Apart from the online survey, the researchers are also inviting representatives of Australian professional associations (such as the Law Society and CPA Australia) to participate in interviews, to glean their views about philanthropy and members’ practices in assisting clients with their charitable giving.
 
A report analysing the results of this research project will be available free-of-charge from QUT e-Prints and the ACPNS website in late 2014
 
Professional advisers in Australia can have their say on these issues by completing an online survey that will take up to 10-15 minutes. To access the survey, go to:
http://survey.qut.edu.au/f/180040/4e9a/
 
Responses will close on 31st May 2014. 


Lina Caneva  |  Editor |  @ProBonoNews

Lina Caneva has been a journalist for more than 35 years, and Editor of Pro Bono Australia News since it was founded in 2000.

Guide to Giving

FEATURED SUPPLIERS


Helping the helpers fund their mission…...

FrontStream Pty Ltd (FrontStream AsiaPacific)

HLB Mann Judd is a specialist Accounting and Advisory firm t...

HLB Mann Judd

...


NGO Recruitment is Australia’s not-for-profit sector recru...

NGO Recruitment

More Suppliers


YOU MAY ALSO LIKE

NFPs Driving WA Economy, Report Says

Wendy Williams

Wednesday, 15th February 2017 at 4:20 pm

Study into the Effect of the NDIS on Carers

Lina Caneva

Wednesday, 25th January 2017 at 9:26 am

Survey Reveals Australian Attitudes to Torture in Conflict

Lina Caneva

Tuesday, 6th December 2016 at 3:05 pm

Indigenous Advocate Named 2016 Telstra Business Woman of the Year

Lina Caneva

Tuesday, 22nd November 2016 at 12:30 pm

POPULAR

Moves to Stop Volunteering at Overseas Orphanages

Luke Michael

Wednesday, 13th September 2017 at 1:54 pm

Future Uncertain for Disability Organisations Following Funding Cuts

Wendy Williams

Tuesday, 19th September 2017 at 8:29 am

Majority of NFPs Are Not Believed to be Well-Run, According to New Survey

Luke Michael

Tuesday, 12th September 2017 at 4:14 pm

More Australians Are Giving Time Not Money

Wendy Williams

Monday, 11th September 2017 at 5:07 pm

Write a Reply or Comment

Your email address will not be published. Required fields are marked *


Guide to Giving
pba inverse logo
Subscribe Twitter Facebook

The social sector's most essential news coverage. Delivered free to your inbox every Tuesday and Thursday morning.

You have Successfully Subscribed!