Can philanthropy bring your family closer together?


Perpetual Impact

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As trends in Philanthropy are shifting, so too are the structures and motivations around engaging one’s family in philanthropic giving. Nadia Roumani has decades of experience in this field having worked with Stanford PACS, Stanford’s ‘d.School’ as well as setting up foundations such as the Initiative for Policy Dialogue (IPD).

Perpetual had the pleasure of hosting Nadia Roumani this August in the third year of an alliance that brings Stanford academics together with Australian philanthropists and NFPs.

In this video Nadia discusses the impact the philanthropic journey can have on families, and what role investment advisors can play in the process.

We also hear from Ed Ryan, an adviser at Perpetual, who shares his experiences with the joys and challenges of modern philanthropy.

Caitriona Fay, Perpetual’s National Manager of Philanthropy and NFP Services, discusses giving meaning to money, and Rachna D’mello, Senior Manager at Fordham Group, shares a moving story about the power of sharing philanthropic decisions with younger generations.

Philanthropy can involve complex financial and tax structures, but at its heart it’s about supporting the communities and the causes in our community that are a vital foundation for businesses to grow and thrive. In the end, it can be the glue that brings families together.


Speak with one of our not-for-profit and philanthropy investment specialists to discuss how you can engage your family in philanthropic giving.

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