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In a series of articles for F&P, Lawrence Jackson explores the potential for far greater investment in planned giving in Australia.

Originally published February 2020

The intention of this series is to assist the Australian philanthropic sector to explore the potential to significantly expand giving to Australian charities from estate-based activities, or what the Americans and Canadians call ‘planned giving’.

In part 1, I compared our local practices with those abroad in order to identify learnings and opportunities for local innovation, adaption and growth.

I found a wide disparity in the sophistication of our bequest marketing activities in comparison with the UK, as well as much broader planned giving practices in the US and Canada. These were characterised by larger investment and greater giving options and structures. This begs the question: what does this say about our local practices and what can be learnt from more diverse and extensive international experience?

What is planned giving?

The term ‘planned giving’ originated in North America to describe fundraising practices involving certain types of gifts made from diverse asset classes such as cash, shares and property, or a combination of…
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