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Philanthropic Services

You may already have a financial plan and an estate plan and are now considering philanthropy. How do you integrate philanthropy with you financial planning, estate planning and intergenerational wealth transfer needs?

iMoney Wealth Management can offer advice on a variety of vehicles for your philanthropic services. Our financial advisors will help you understand the vital tools available for philanthropic giving and add them to your comprehensive wealth management plan.  iMoney Wealth Management will help you find a means of philanthropic service that will allow you to improve people’s lives through donations to charities and foundations.  Our staff personally supported:
 
Aboriginal Children's Advancement Society, Anglicare, Asthma Foundation, Australian Cancer Research Foundation, Barnardos, Australian Diabetes Council, Brain Foundation, Camp Quality, Diabetes Foundation, Fred Hollows Foundation, Heart Foundation, McDonald Foundation, McDonald Foundation Cultural Trust, Mission Australia, National Breast Cancer Foundation, Royal Children's Hospital Foundation, Smile Foundation, Starlight Children’s Foundation, Sydney Symphony, Unicef, Vision Australia, YMCA.
 
We will sit down with you to gain a full understanding what you hope to achieve through philanthropic giving.  You might consider donation to you private fund rather than donating to your favourite charity.
 
Philanthropy is an important part of life for Australians and we will develop a strategy that will allow your favourite charity to develop a financial plan that will be comprehensive including investments and annual giving. PAFs are tax-effective entities that are used to enhance the management of charitable giving.
 
Areas of expertise are as follows:
  • Philanthropic services, including private ancillary funds
  • Social investors, grant makers such as individuals, families, companies and other entities can get the strategic advice that they need
  • Non-Profit Services
  • Help non-profit groups manage a variety of issues such as governance, investment management and continued support.
iMoney Wealth management philanthropic services is a great way for you to help others and make yourself feel great as well. Get started now by booking online or call 13000 iMoney (13000 46566) to find out more from experts in Sydney that you can trust.
 
 

 

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