Search Results | Showing 161 - 169 of 169 results for "Philanthropy" |
| | ... JBWere (GSJBW) received a boost recently with the appointment of Kelley McLendon as director, philanthropic services. "Philanthropy is emerging as a topic clients are raising more frequently with their professional advisers as they incorporate charitable ... |
| | | ... constantly challenged by the need to generate income to fund day to day operations," said David Knowles, head of philanthropy, Perpetual Private Clients. "Perpetual has tailored an investment vehicle designed to meet these specific needs, so that these ... |
| | | ... technology system through which all of our clients are now managed. The underlying strength of our trust, estate, philanthropy, tax and asset management offering remains well positioned." Despite their recent strong organic expansion Williams said they ... |
| | | ... planners can help clients by buildnig charitable giving into their financial plans, according to Perpetual's head of philanthropy, David Knowles. Knowles said that up to 95 per cent of charitable giving was not taking full advantage of all the benefits ... |
| | | You can tell tax time is on the horizon when two new charitable giving products and one philanthropy workshop appear in the space of 48 hours. Goldman Sachs JBWere yesterday launched their Charitable Endowment Fund (CEF), allowing investors to donate ... |
| | | ... opportunities from climate change, a company's culture, corporate governance standards, stakeholder engagement strategies, philanthropy, reputation and brand management." Gore said, "Our objective in innovating with this new model was to focus on the ... |
| | | ... establish a charity fund that will provide assistance to the children of Beaconsfield, they turned to estate planning and philanthropy specialist, Trust. Russell and Webb initially thought they should set up a prescribed private fund (PPF) to house their ... |
| | | Philanthropy consultant Enrich Australia is to launch 'Profitable Giving' early next year, an educational guide that gives financial planners a roadmap on philanthropy, now a $5 billion a year industry. The group will also run a series of workshops ... |
| | | Financial planners should take a leading role in giving clients good advice not just with their finances but with their philanthropic needs. At the Financial Planning Association (FPA) annual conference today, keynote speaker David Gonski, chairman ... |
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