Meeting your clients’ needs
Philanthropy is a growing area in Australia and more than ever, clients are looking for effective ways to give.
Perpetual can help you help your clients. Our philanthropic products and services can add a valuable dimension to your business – allowing you to meet clients’ philanthropic needs while developing long-term client relationships.
With more than 120 years experience, our proven success in managing charitable money and our specially designed products and services give you the confidence and security knowing that your clients’ philanthropic endeavours are professionally managed to achieve their desired goals.
Our philanthropic products and services
- Structured options for giving
- Investment products for charitable and community organisations
- Investment and advisory services
- Administration, trustee and management
- compliance, tax and legal advice
- funding advice and distribution
- Networking opportunities and education for professionals
- Perpetual Private Clients referral program
- Gateway for Giving partnership
- seminars & events.
For more information
If you have clients interested in philanthropy and want to meet their needs more effectively, phone us on 1800 631 381.
