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At Elston we help advisers and accountants to bring structured giving into client conversations so that you explore philanthropic opportunities together and find more effective ways to give.
Philanthropy can often help to bring generations together to share in a common purpose. It can change the dynamic of client relationships too. That’s because, after years of discussions around retirement with a couple, the conversation can change to purpose and legacy. It can also bring the next generation into the room.
“Philanthropy can be a key part of a business succession plan. The governance can prepare the next generation for future financial responsibility before the transfer of wealth happens.”
Susan Chenoweth Head of Elston Philanthropic Services
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 your clients to establish a named sub fund to support their philanthropic strategy. They receive an immediate tax deduction for the money they donate into the fund, and they 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 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.
If you think that one of your clients might be interested in philanthropy, our Change Makers Forums are a great way to learn more. The forums are not fundraisers. They’re simply panel discussions with researchers, charities and pioneers who are keen to share their stories and shine a light on their work. Before and after each forum there’s the opportunity to socialise and chat with like-minded people.
2 July 2025
The review of ancillary fund rules could reshape philanthropy in Australia by enabling more people to give well, not just faster. Read our full opinion piece to learn more. Read more
26 March 2025
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
3 December 2024
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
11 September 2024
Elston recently undertook national research with advisers and givers. This article provides an overview of the results and highlights the main factors that are inhibiting some advisers from discussing philanthropy with their clients. Read more
21 August 2024
When many people think about estate planning, they’re initially focused on who they should leave their assets to. But often, through the estate planning process, they also find themselves thinking about the legacy they could be leaving. Read more
5 August 2024
Our next Change Makers event will be on September 10 at Brisbane’s Gallery of Modern Art. We’ll be exploring how innovative QAGOMA programs are making a real and positive impact in the community. Read more
2 June 2024
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
9 May 2024
Treasurer Jim Chalmers is implementing Stage three tax cuts from 1 July 2024. When it comes to philanthropy and giving, this means that for donations made this year, a higher tax deduction will be possible, in comparison to next year. Read more
25 March 2024
The Change Makers events shine a light on the transformative work being undertaken in communities right now. At our most recent forum, we focused on the people who are creating new ways for disability to be turned into ability. Read more
1 December 2023
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
27 October 2023
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
7 September 2023
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
23 June 2023
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
20 March 2023
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
9 March 2023
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
19 February 2023
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
29 November 2022
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
10 November 2022
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
12 September 2022
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
5 August 2022
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
7 March 2022
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
3 March 2022
One of the things I love about working at Elston is the way we support great causes. That’s not a corporate thing. Read more
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