Philanthropy, legacy planning and getting your family involved (with Denise Cheng)

The Purposeful Investor

Join Aden as he sits down with Denise Cheng, Equity Trustees' national Manager of Active Philanthropy, who shares her expertise on the transformative world of structured giving and philanthropy.
Discover how you can become a philanthropist, regardless of your wealth level, and learn about the growing movement of "Doubling Structured Giving" in Australia.
Denise delves into the cultural differences in giving between Australia, the US, and the UK, explains the accessibility of structured giving vehicles, and explores the key reasons that motivate people to engage in purposeful giving, from tax benefits to the desire to create a lasting legacy.

• (00:26 - 02:25) Denise on her career journey
• (02:53 - 07:47) Explanation of philanthropy and structured giving
• (07:47 - 12:21) How structured giving can bring families together
• (12:21 - 17:16) Connecting families with aligned philanthropic causes and witnessing the impact of their donations
• (17:36 - 21:48) The process of helping clients find the right causes and charities to support
• (21:48 - 24:22) Explore structured giving even with modest means

For more information on Capital Partners visit capital-partners.com.au.
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This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.