Meet a philanthropist

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Perpetual

As a philanthropist, Peter Falvey believes he can make the biggest difference in the poorest countries. Africa holds a special place in his heart and Peter never ceases to be amazed by the spirit and good will of the people he has the privilege to work with.

In this video Peter talks about the projects he’s working on, how he involves his family and why he would encourage others thinking about philanthropy to become involved

The case for structured giving

While people follow many paths to philanthropy, every philanthropist should determine the most relevant, efficient and tax-effective way to give. Some people choose to structure their giving rather than making ad hoc donations. Structured giving allows philanthropists to plan when, where and how funds are invested for maximum social return. 

 

 Two of the most common structures for giving are:
  • Private Ancillary Funds: Philanthropists create their own charitable foundation to benefit their causes in a sustainable way, choosing how the donations are used.

  • Public Ancillary Funds: Philanthropists set up an endowment within an already established Fund, thereby avoiding individual compliance, investment and trustee responsibilities.
 

Once the right structure is chosen, philanthropists can choose from a range of ways to give, such as supporting projects or scholarships, through their estate or in their lifetime, individually or with their family.

 
Glossary 

Philanthropist, noun; a person who seeks to promote the welfare of others, especially by the generous donation of money to good causes.

Endowment, noun; the action of funding something or someone.

NEED HELP STRUCTURING YOUR GIVING?

Speak to one of our philanthropy specialists to find out how you can make the most of your charitable giving.

Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. 

This information has been prepared by PTCo. It contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial or other adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.