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7th March 2022 - Private Wealth, Philanthropy and NFP’s
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.
Within the Elston Giving Foundation you can establish a named sub-fund that meets the needs of your philanthropic strategy. You receive an immediate tax deduction for the money you donate into the fund, and you have the flexibility to distribute the funds to charity over time.
For people who want to get more involved with philanthropy, but want to start small, the Elston Giving Foundation is an attractive option. A sub-fund can be established with as little as $25,000.
To learn more about the Elston Giving Foundation, talk to your Elston adviser or reach out to our Head of Philanthropic Services, Susan Chenoweth.
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.
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