Service Providers in the Philanthropic Sector
The following directory of service providers has been compiled for those people and organisations in the philanthropy sector whose primary activity is grantmaking. That said, other organisations in the sector may find the resources below useful also.
In particular, people wishing to establish philanthropic foundations will benefit from the service providers below.
If you wish to establish a body that will be seeking funding (be it via fundraising, philanthropic grants or government grants) to then distribute to other organisations or via charitable projects or services, please see our help page on Establishing a Charity.
Legal practitioners, consultancy firms, wealth managers and trustee companies are able to offer advice on establishing foundations. You may already have relationships with companies able to provide this guidance, or you may wish to consult one of Philanthropy Australia's member organisations with qualified personnel who are able to assist.
In selecting any company to help you establish a foundation, manage your investment funds or the operations of your foundation we recommend that you consider the company's experience with charity law, investment of charitable funds, and the governance and administration of charitable trusts.
Legal Firms
Philanthropy Australia's Membership includes:
Trustee Companies
A trustee company offers services across all areas of establishing and operating a charitable foundation, including administration, legal compliance, investment management and taxation.
Philanthropy Australia's Membership includes:
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ANZ Trustees Limited -
Australian Executor Trustees Ltd -
Equity Trustees -
National Australia Trustees -
Perpetual Trustees Australia -
State Trustees -
Trust Company Limited
Wealth Managers
A number of financial services organisations provide advice and services for the establishment and management of philanthropic foundations and other structured giving programs. They can also assist in the management of your philanthropic assets.
Philanthropy Australia's Membership includes:
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First Samuel Limited -
JBWere Philanthropic Services -
Macquarie Private Wealth -
Morgan Stanley Smith Barney -
The Myer Family Company -
Mutual Trust Pty Ltd -
Pitcher Partners Investment Services
UBS Wealth Management-
UCA Funds Management -
Warakirri Asset Management
Accounting & Business Consultancy Firms and Consultants
In selecting a firm to provide philanthropic advice and services, we recommend that you consider the firm's experience with charity law.
Philanthropy Australia's Membership includes:
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The Australian Charities Fund -
Charities Aid Foundation (CAF) Australia -
Deloitte -
Effective Philanthropy -
Goodman Private Wealth Advisers -
The Institute of Chartered Accountants in Australia -
Philanthropy Squared -
Pimco Australia -
PricewaterhouseCoopers
Shadforth Financial Group-
Social Ventures Australia
Philanthropic Networks
Disclaimer
Philanthropy Australia does not sponsor or endorse the companies or content of the above service providers - see clause 2 of the Website Terms of Use.