Charitable Giving

A Planned and Professional Approach to Charitable Giving

For those clients who prefer to establish and run their own philanthropic trust, we are a trusted and experienced partner who can assist in guiding you in establishing the trust, formulating an investment strategy, implementation, investment management and administration.

For clients that prefer a simplified means of achieving their philanthropic goals, the Providence Philanthropic Foundation streamlines the charitable giving process by offering an effective way for Providence’s new and existing clients to make the most of their giving while leaving the administration, investment, and statutory requirements to someone else. To date, the foundation has facilitated in excess of $3.5 million in donations on behalf of our account holders.

As part of its commitment to its charities, the Providence Philanthropic Foundation is set up to enable at least 50% of fees to be rebated back to the Foundation. The Foundation’s trustee: Providence Wealth Pty Ltd, is a wholly owned subsidiary of Providence Wealth Advisory Group Pty Ltd.

Feedback from Family Conferences participants:

This had an immediate result in the way we respect and talk to one another. As we did this with our extended families the same goes for all who took part in this. As a result I feel so much more comfortable in who I am, who my family is, and where we are all heading.

Our family is quite a diverse group, so at the very least it was great to get some insight into how we might all get the best out of each other through adjusting our communication styles.”

The DNA program really gave me lots to think about in terms of how my experience, personality and passion might fit together for both my career and my life-path.

There is no doubt in my mind that this has been a worthwhile exercise for the entire family. At the very least, it has enabled a much better understanding of one another, and has introduced valuable techniques for communicating, not just with one another, but out there in the big wide world.

For anyone considering doing the DNA behaviour assessment I would not only recommend it but I would say this is one of those things that are not negotiable. It is a must. The results speak for themselves.

…on behalf of the whole family a bid thank you for bringing this to us in the first place.

We as a family have enormous respect for you, and this cements an ongoing strong relationship with Providence.

Our seven (children) have all commented on your level of care towards our family. I really don’t know how I am going to thank you for what you did for our family.

Thank you for your insight and ideas, your commitment, dedication and patience, your care, kindness and friendship during the whole experience.

Charitable Giving

A Planned and Professional Approach to Charitable Giving

Feedback from Family Conferences participants:

Sydney

Melbourne

Adelaide