Philanthropy can be enormously satisfying, especially when it brings generations together to share in a common purpose. Over the years we’ve enjoyed seeing the transformation in families as the discussions have turned from retirement plans and business succession to an exploration of values.
There is a genuine joy in discovering a new purpose and sharing that with the people you love. We have been fortunate to be a part of those journeys.
“Elston helps us to optimise our investment opportunities to ensure the Foundation can keep giving into the future”
Brett O'BrienDirector of the James Frizelle Charitable Foundation
Elston Giving Foundation
We believe that giving should be simple, effective and rewarding. That’s why we created the Elston Giving Foundation. The Foundation is a public ancillary fund that makes it easy for you to establish a named sub fund to support your philanthropic strategy. You receive an immediate tax deduction for the money you donate into the fund, and you have the flexibility to distribute the funds to charity over time. Read our brochure to learn more.
The role of a Not For Profit organisation is as rewarding as it is challenging. You have a mission and a passion to create positive change in the world. But you also carry heavy responsibilities. As a committed investment partner for Not-for-Profit organisations, we understand the problems board members and trustees face. We can assist with everything from governance frameworks through to sophisticated portfolio management.
Susan's passion inspires us
Susan Chenoweth is one of Australia’s most accomplished not-for-profit leaders. Prior to joining Elston, she held philanthropy roles at Mutual Trust, Australian Philanthropic Services and University of Queensland. By bringing this experience and her passion for giving to Elston, Susan has been able to ensure that our philanthropic and NFP services keep growing and improving so you can do more.
Elston Change Makers is a series of forums that was created to bring philanthropists and charities together. The evenings also help to shine a light on causes that may not be getting the attention they deserve. If you’re interested in attending our next event, watch our video to see how these forums are connecting people from different parts of the community who are united in their passion to create change.
With the festive season fast approaching, giving back becomes front of mind for many of us. Those with children or younger family members also start to think about how to use this time of year to teach our loved ones that much joy comes from what you give and not what you receive. Read more
HUB24 announced the launch of a new whitepaper, ‘Directing the matrix: meeting the advice needs of high net worth clients’. Read now to get insights from Elston Head of Philanthropic Services Susan Chenoweth and many other experienced advisers. Read more
As interest in philanthropy grows, more and more professional advisers are wanting to talk to their clients about structured giving. And starting a conversation about Philanthropy does not have to be difficult. Read this article for some tips. Read more
In recent years, charity, non-profit and philanthropic fiduciaries have started looking at how their investments can be better aligned with their missions. Is it possible? Read this article to find out more. Read more
Our Change Makers Forum at the University of Queensland brings together three pioneers in medical research who are striving to discover new solutions for some of the world's biggest health challenges. Read more
See what Head of Philanthropic Services Susan Chenoweth thinks about the $5 billion donation of shares in Fortescue Metals Group by Andrew Forrest and his wife Nicola to their Minderoo Foundation. Read more
We often refer to Christmas as the season for giving. But in reality, EOFY is one of the most popular times for philanthropy. When reviewing your client’s affairs, it's worthwhile to discuss the merits of structured giving or supporting a charity. Read more
With the end of the financial year fast approaching, some of us are thinking about wrapping things up neatly in a bow and making sure we don’t get stuck with an unnecessarily large tax bill. But for others, the end of the financial year is a beginning. Read more
Following on from the success of our inaugural philanthropy forum at Elston House in Brisbane, we gathered at the Art Gallery of NSW in March for another inspiring discussion. Our second forum was once again hosted by Elston’s Head of Philanthropic Services, Susan Chenoweth. Read more
Our second Change Makers Forum, which is also our first in Sydney, brings together three incredible women striving to achieve gender equality, invest in women, and improve opportunities for girls. Read more
The discussion on our Change Makers Forum: Investing in Women night was fascinating and free flowing. Too dynamic to capture every exchange. But to give you a sense of the main points from the night, we’ve included some key excerpts in this article. Read more
Our first forum shone a light on the need for gender equality and the transformative power of investing in women. To learn more about the change of thinking that's inspiring more and more philanthropists, browse through our resources page. Read more
Published on HUB24
More Australians are looking to give with greater impact and are likely to turn to their trusted adviser for guidance. But are advisers equipped with the knowledge and tools to start the conversation? Read more
Published on Markets Group
When the giving gets tough, the tough... go to their professional advisors. The philanthropic space is complex, and clients need knowledgable professionals to help guide them through the giving process. Read more
This February we launched a public ancillary fund called the Elston Giving Foundation. The foundation has been developed to make it easier for you to structure your giving in a simpler and tax effective way. Read more
The speed and magnitude of recent events have shocked us all. The floods have hit our neighbours, our friends, our workmates, our clients. And it’s hard to know how long the road to recovery may be. Read more
Published on Financial Standard Elston has welcomed a new head of philanthropic services, bringing 20 years' experience in similar roles. Susan Chenoweth has taken the role at Elston, joining from Australian Philanthropic Services where she served as head of the APS Foundation. Read more
For many charities and NFP organisations, managing cash reserves can be a real puzzle. How do you invest wisely so that services can be delivered sustainably in the future, while also making sure there’s enough cash available for current needs? Read more
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Philanthropy in action
At Elston we believe in a better future for our people, for our clients and for the communities where we work. That’s why giving is part of our culture.
We have our own giving committee seeking our good causes and making grants each year. We’re always jumping into fun runs and volunteer work. And we love bringing charities and philanthropists together.
If you would like to find out more about our Philanthropy offering,
you can follow our Head of Philanthropic services Susan Chenoweth on LinkedIn or contact us on 07 3211 9555.
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This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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