Assist your clients to make a difference in their lifetime.
Increasingly Australians are looking to give something back to their community in a meaningful way. To do this many turn to their professional advisors – accountants, solicitors and financial planners – for assistance.
As Professional Advisors, you have the opportunity to help your clients achieve their charitable goals, through planned giving that blends philanthropy with overall financial and estate planning.
The Foundation Barossa Foundation provides a personal and professional service for individuals who want to support their community through charitable giving. One of Foundation Barossa’s goals is to make a real difference to the community and create a culture of giving that will change people’s lives.
Through our well-managed Public Fund, Open Fund and Educational Scholarship Fund, Foundation Barossa makes it easy for your clients to help local eligible charities and projects.
The benefits of working with Foundation Barossa are:
- the personal satisfaction of helping clients make a difference
- helping clients achieve their philanthropic goals through planned giving that integrates philanthropy with overall financial and estate planning
- helping your clients focus their philanthropic goals -Foundation Barossa can connect donors with emerging issues and charitable organisations. We can link donors’ funding interests to charitable projects or scholarships as well as identify and evaluate new giving opportunities for them.
- your client may be able to receive a tax deduction for gifts to the Public Fund and Educational Scholarship Fund