Foundations
Ensuring charitable families retain their generous spirit
We understand the importance of charitable giving
For many families we work with, giving is part of their DNA, and want to ensure these practices are continued into retirement.
With the right planning and a carefully considered investment methodology in place, your giving doesn’t have to stop when your career does. We work with you to ensure your hard-earned money is invested soundly and in a way that manages risk, minimises the taxes and fees that can erode your funds, and provides you with the capacity to continue giving.
Together, we help you retain and generate more funds that allow you to continue having a charitable impact, long into your retirement.
Working with families is part of who we are
We have spent years running our own family business passed down by our father – so we get it. It’s about more than just money. It’s about legacy, future generations, and protecting your family name.
That’s why we bring our decades of experience working with Australia’s most successful family-run businesses to your finance. Because your family success is just as important as your business success.
This information has been sourced from the
How we support your family to give
more and give more effectively
When aiming to maximise your charitable giving, we provide specialist advice to help you determine the investment structure that best suits your goal and provide you with advice that ensures your charitable giving activities remain intact—and even becomes tax-effective.
A strong Investment Committee delivers:
- How much you plan on giving, and how often
- Where your money will be donated
- Your preferred donation timeframes
- If a charitable structure might be a suitable option
- How tax-effective your donations will be
Leave a legacy of charitable giving
At Stephan Independent Advisory we’re passionate about working with families and family business owners who see real value in charitable giving. So, we enable you to choose the method of giving that best suits your needs.
We work with you to create a framework that ensures you’re able to continue your charitable giving practices long into retirement. Our goal is to enable you to continue to give the way you want to, regardless of your working situation.
Together, we’ll ensure you leave a legacy of charitable giving that involves your whole family, both now and for future generations.
In some cases, structure giving can be an exciting opportunity to make a difference on a larger scale. We will help you establish the most appropriate giving structure to continue your giving.
We’ll work with you to create your mission statement, develop your investment policy, and provide advice on its governance and administration practices.
Making a bigger impact
Download your Free Guide
Your roadmap for charitable giving
A step-by-step plan to help you start charitable giving as a family
It’s Never About Money is proud to support Cufa, an NGO advocating for financial literacy in the Asia-Pacific region
Resources
Insights & Resources
POdcast
Listen to our two-part series with Associate Professor Dr Wendy Scaife from the Australian Centre for Philanthropy and Nonprofit Studies, QUT.