Help us build and protect your wealth, with private wealth services tailored to your specific needs.
10th November 2022 - Philanthropy and NFP’s
The Change Makers forums are designed to shine a light on the transformative work being undertaken in communities right now. Bringing people together who are passionate about change is truly inspiring. But it doesn’t have to be for just one night. To keep the conversation going and help spread the word, we’ve curated a range of videos and articles that build a more complete picture of the issues and the solutions. We hope you enjoy these resources. If you want to know more about how you can get involved, don’t hesitate to reach out. We’re here to help.
Julie ReillyJulie is a multi-award winner, proud mum of two intelligent and compassionate daughters, and CEO of Australians Investing in Women (AIIW), a leading NFP that encourages all Australians to apply a gender lens to their giving.
Tanya MeessmannAs the founder of Girl Shaped Flames and CEO of UNIQ You, Tanya is a mentor on a mission. By developing confident and courageous girls, she is making a change in Australia that will be transformative for future generations.
Victoria is CEO of The Lady Musgrave Trust. She is working for a world where women are free from homelessness. Knowing that violence often pushes women and children from their homes, she is determined to drive change in this area.
Australian’s Investing in Women (AIIW)
Australian’s Investing in Women (AIIW) is a leading national NFP advocate for Gender-wise philanthropy. Building on progress towards gender equity, they take an evidence-based approach and work in partnership with philanthropic, corporate and community leaders to strengthen society by catalysing investing in women and girls.
Not-for-profit UNIQ You has been developed in response to the critical need for a significantly increase the number of high school girls considering and pursuing inspiring unique career pathways in industries and roles under-represented by women.
Girl shaped flames aims to build the confidence, courage and self-belief of teenage girls. They bring teen girls (in Grades 7 – 12) coaching and experiences that will challenge how they think, what they strive for, and why they want it.
Lady Musgrave Trust is one of Queensland’s oldest charities and was founded in 1885. The Vision of The Lady Musgrave Trust is that all women throughout Queensland will be free from homelessness.
If you’d like to know more about Elston Philanthropic Services, contact Susan here.
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
11 September 2024
Elston recently undertook national research with advisers and givers. This article provides an overview of the results and highlights the main factors that are inhibiting some advisers from discussing philanthropy with their clients. Read more
21 August 2024
When many people think about estate planning, they’re initially focused on who they should leave their assets to. But often, through the estate planning process, they also find themselves thinking about the legacy they could be leaving. Read more
5 August 2024
Our next Change Makers event will be on September 10 at Brisbane’s Gallery of Modern Art. We’ll be exploring how innovative QAGOMA programs are making a real and positive impact in the community. Read more
2 June 2024
With the end of the financial year fast approaching, some of us are thinking about wrapping things up neatly in a bow and making sure we don’t get stuck with an unnecessarily large tax bill. But for others, the end of the financial year is a beginning. Read more
9 May 2024
Treasurer Jim Chalmers is implementing Stage three tax cuts from 1 July 2024. When it comes to philanthropy and giving, this means that for donations made this year, a higher tax deduction will be possible, in comparison to next year. Read more
22 April 2024
We often refer to Christmas as the season for giving. But in reality, EOFY is one of the most popular times for philanthropy. When reviewing your client’s affairs, it's worthwhile to discuss the merits of structured giving or supporting a charity. Read more
25 March 2024
The Change Makers events shine a light on the transformative work being undertaken in communities right now. At our most recent forum, we focused on the people who are creating new ways for disability to be turned into ability. Read more
3 December 2023
With the festive season fast approaching, giving back becomes front of mind for many of us. Those with children or younger family members also start to think about how to use this time of year to teach our loved ones that much joy comes from what you give and not what you receive. Read more
1 December 2023
HUB24 announced the launch of a new whitepaper, ‘Directing the matrix: meeting the advice needs of high net worth clients’. Read now to get insights from Elston Head of Philanthropic Services Susan Chenoweth and many other experienced advisers. Read more
27 October 2023
In recent years, charity, non-profit and philanthropic fiduciaries have started looking at how their investments can be better aligned with their missions. Is it possible? Read this article to find out more. Read more
7 September 2023
Our Change Makers Forum at the University of Queensland brings together three pioneers in medical research who are striving to discover new solutions for some of the world's biggest health challenges. Read more
23 June 2023
See what Head of Philanthropic Services Susan Chenoweth thinks about the $5 billion donation of shares in Fortescue Metals Group by Andrew Forrest and his wife Nicola to their Minderoo Foundation. Read more
20 March 2023
Following on from the success of our inaugural philanthropy forum at Elston House in Brisbane, we gathered at the Art Gallery of NSW in March for another inspiring discussion. Our second forum was once again hosted by Elston’s Head of Philanthropic Services, Susan Chenoweth. Read more
9 March 2023
Our second Change Makers Forum, which is also our first in Sydney, brings together three incredible women striving to achieve gender equality, invest in women, and improve opportunities for girls. Read more
19 February 2023
As interest in philanthropy grows, more and more professional advisers are wanting to talk to their clients about structured giving. And starting a conversation about Philanthropy does not have to be difficult. Read this article for some tips. Read more
29 November 2022
The discussion on our Change Makers Forum: Investing in Women night was fascinating and free flowing. Too dynamic to capture every exchange. But to give you a sense of the main points from the night, we’ve included some key excerpts in this article. Read more
10 November 2022
Our first forum shone a light on the need for gender equality and the transformative power of investing in women. To learn more about the change of thinking that's inspiring more and more philanthropists, browse through our resources page. Read more
12 September 2022
Published on HUB24 More Australians are looking to give with greater impact and are likely to turn to their trusted adviser for guidance. But are advisers equipped with the knowledge and tools to start the conversation? Read more
5 August 2022
Published on Markets Group When the giving gets tough, the tough... go to their professional advisors. The philanthropic space is complex, and clients need knowledgable professionals to help guide them through the giving process. Read more
7 March 2022
This February we launched a public ancillary fund called the Elston Giving Foundation. The foundation has been developed to make it easier for you to structure your giving in a simpler and tax effective way. Read more
3 March 2022
One of the things I love about working at Elston is the way we support great causes. That’s not a corporate thing. Read more
2 March 2022
The speed and magnitude of recent events have shocked us all. The floods have hit our neighbours, our friends, our workmates, our clients. And it’s hard to know how long the road to recovery may be. Read more
30 August 2021
After an exhaustive search, Elston has found one of Australia’s most accomplished not-for-profit leaders in Susan Chenoweth. Read more
Join our mail list for the latest insights and updates from Elston.
Elston Group - ACN 130 771 523
EP Financial Services Pty Ltd - ABN 52 130 772 495 / AFSL 325 252
© 2024 Elston Financial Solutions ‧ Privacy Policy ‧ Created by 7thVision This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
