Charitable advice to surge

Charitable advice to surge: "Planners should approach charitable giving the same way they do other areas of advice, David said. Advisers should identify where there's a need for philanthropy, look at objectives, which may include tax benefits, having an active distribution of funds and a time frame and get advice from specialists.

Trust has over $350 million in charitable funds under administration and it is the trustee for several awards including The Miles Franklin Literary Award.

Perpetual has called on Australian advisers to recommend charitable giving as part of a core component of financial planning."