Newly-formed Australian Unity Trustees named its latest addition, appointing a national manager - philanthropy.
Joining in the newly-created role is Caroline Whitby. She will be responsible for all the business' philanthropic activities including managing relationships with trustees, working with not-for-profit organisations, overseeing grant programs, and handling the legislative and regulatory requirements.
Whitby has more than 16 years' experience within financial services, including managing philanthropic programs at Perpetual Trustees and Trust Company. She is based in Melbourne and will report to Australian Unity Trustees general manager Emma Sakellaris.
Sakellaris said philanthropy will be an extremely important part of the business.
"The two main areas of focus for Australian Unity Trustees are philanthropy and estate planning, and Caroline's appointment means we now have the expertise in place to lead and grow this side of the business," Sakellaris said.
"Our aim is to make philanthropy more accessible for all Australians, allowing them to develop long-term charitable approaches that make a real difference to the community.
"A structured and effective philanthropic legacy enables our clients to give back to the community and to support charitable projects and initiatives, now and into perpetuity, and not just through ad-hoc donations."
Australian Unity Trustees was established earlier this year to provide a range of trustee services to all Australians including: estate planning; executor appointments and estate administration; financial attorney; financial and legal administration; and the establishment and management of personal, native title, community and charitable trusts.