Name
Tapping into your share of the $5.4T intergenerational wealth transfer
Description

Australia’s $5.4 trillion intergenerational wealth transfer presents a significant opportunity for charities, but benefiting from it requires more than a compelling cause. Structured giving vehicles, including Private Ancillary Funds and sub-funds in Public Ancillary Funds, can help donors give more intentionally, define their legacy and involve future generations in philanthropy. This session explains how structured giving vehicles work, why donors are increasingly using them and how these donors make decisions and engage with charities. Attendees will learn how giving structures can deepen relationships, create ongoing engagement opportunities and turn one-off donations into recurring support. Fundraising professionals, CEOs and board members will leave with a clearer understanding of how to position their organisation for the wealth transfer already underway and confidently begin conversations about structured giving.

Date & Time
Friday, February 26, 2027, 11:30 AM - 12:30 PM
Track
Mid-Value, Major Donors, Trusts & Foundations
Location
Central Room C
Sponsored By
Sponsor Website