Professional Advisors
Professional Advisors
Our Professional Advisors page is a dedicated resource for lawyers, accountants, financial planners, and investment advisors who support clients in their charitable planning. We provide guidance and tools to help you incorporate philanthropy into estate planning, trust structures, and investment strategies—whether your client is ready to give now or planning for the future. Giving through 45South is flexible and can include a wide range of assets, from cash and shares to property, artwork, and even privately owned businesses. We’re here to work alongside you to ensure your clients’ generosity creates meaningful, lasting impact in the community they care about.
The largest ever inter-generational wealth transfer is underway in New Zealand, with inheritances set to grow from $27B in 2024, to $1.6 trillion by 2050.
There has never been a better time to talk to clients about their legacy.
Help your clients achieve smarter philanthropy
Thank you for showing an interest in learning more about Community Foundations and how we can help you help your clients’ giving go further.
You know your clients. We know philanthropy. Together we can create a giving plan that will best suit your client's needs and dreams for the future.
If your client is interested in exploring more structured philanthropy the local Community Foundation can help to make it a lasting legacy for their community. With our smarter giving model, gifts can be continuously invested to grow into ongoing funding sources.
Use our fund calculator (below) to explore how donations can give and grow over time.
Why have the 'philanthropy' conversation?
Many Kiwis want to give, or at least have the desire to make a difference. Conversations about how clients can have an impact and do good with their money are often warm and very rewarding ones. Philanthropy conversations are an opportunity for you to connect with your clients’ core aspirations and values and to really build a long term relationship with them.
Community Foundations can help to add significant value to your client relationships by offering professional philanthropic expertise to complement your existing skill sets and help you provide a more holistic financial planning approach.
Read about Community Foundations, and how they are a new way of thinking about charity and philanthropy, in our White Paper.
As your philanthropy services partner we can:
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Tailor a giving plan
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Provide information on giving strategies
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Take care of the administration
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Connect your clients with local causes, programmes or charities
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Accommodate gifts such as real estate, life insurance policies or shares, which are not easily transferable to other charitable entities
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Manage investments and distribute income
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Help you work through possible granting processes
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Help you deal with complex philanthropic objectives
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Offer guidance on including philanthropy in wealth planning conversations
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Offer inside local knowledge on organisations doing impactful work in the community
How we can help you
We work in partnership with you, either in the background, supporting you to have the conversation with your clients about developing a philanthropic plan; or we can offer advice directly. However you prefer, we will always respect and work within the relationships you have established. Your role will be to provide counsel on legacy giving and maintaining the overall wealth planning relationship.