Become an active inspired professional advisor.  Talk to, plan with and engage your clients in philanthropy.

As Professional Advisors, you have the opportunity to help your clients achieve their charitable goals, through planned giving that blends philanthropy with overall financial and estate planning.

We support individuals, families, charitable organizations  and businesses from all walks of life, economic backgrounds and charitable interests but have one thing in common – a desire to make a difference in their community today and leave a legacy tomorrow for Auckland.

When you partner with Auckland Communities Foundation, you gain full access to the philanthropic expertise your clients are looking for. You will always retain complete control of your client relationships, while we act as a partner and resource to help fulfil their charitable goals.

Auckland Communities Foundation can:

  • help you develop a deeper, richer client relationship;
  • assist as a referral service to your clients who have complex philanthropy objectives;
  • provide philanthropic consulting if you want to research a particular philanthropic program
  • by incorporating philanthropy, in particular the community foundation model into your client’s wealth plan, you stay competitive if not “ahead” of your competition.

Growing understanding of Philanthropy

Auckland Communities Foundation hosts a number of educational events and seminars to assist professional advisors on topics relating to charitable giving and your clients’ philanthropy.

We offer engaging lectures and dynamic people who provide fresh insight on strategies to work with your individual clients and their families on how to optimise their charitable giving.

We offer custom presentations and seminars for you, your colleagues and your clients.

Contact us on 09 631 7203

Resources

Named Endowment Fund Form for establishing an endowment fund.