Philanthropy, legacy planning and getting your family involved (with Denise Cheng) Artwork

The Purposeful Investor

The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.

Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.

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The Purposeful Investor

Philanthropy, legacy planning and getting your family involved (with Denise Cheng)

January 17, 2025 • Season 2

0:00 | 25:05

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Join Aden as he sits down with Denise Cheng, Equity Trustees' national Manager of Active Philanthropy, who shares her expertise on the transformative world of structured giving and philanthropy.

Discover how you can become a philanthropist, regardless of your wealth level, and learn about the growing movement of "Doubling Structured Giving" in Australia.

Denise delves into the cultural differences in giving between Australia, the US, and the UK, explains the accessibility of structured giving vehicles, and explores the key reasons that motivate people to engage in purposeful giving, from tax benefits to the desire to create a lasting legacy.

(00:26 - 02:25) Denise on her career journey
(02:53 - 07:47) Explanation of philanthropy and structured giving
(07:47 - 12:21) How structured giving can bring families together
(12:21 - 17:16) Connecting families with aligned philanthropic causes and witnessing the impact of their donations
(17:36 - 21:48) The process of helping clients find the right causes and charities to support
(21:48 - 24:22) Explore structured giving even with modest means

The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

For more information on Capital Partners' award winning team, visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.