Australians give over $5 billion a year to charity, and high net worth donors are becoming increasingly involved in philanthropy in more strategic ways than before. Hence, their advisers are looking for support in this process.
Gateway For Giving is a place where advisers can access the education and resources needed to offer philanthropy as a part of a client's wealth planning – including free introductory resources – see below.
 CLIENT GIVING PROGRAM for financial advisers, lawyers & accountants
The Client Giving Program is a complete resource in philanthropy that takes advisers from the initial introduction of giving with clients right through to the implementation and management stage.|
The Program - 'Philanthropy - Introduction & Application for Professional Advisers' - provides practical client interview tools and implementation guidance for each stage of a client's strategy, along with a comprehensive technical reference paper on giving produced in conjunction the law firm
It also forms the basis for an FPA-accredited training program delivering 5.5 CPD points.
Cost of the program (which includes the training assessment) is $300 including GST.
Advisers who complete the training also qualify to be listed on our Directory of Advisers as a Member of Gateway For Giving.
| The Potent Adviser™
Enrich Australia offers customised training workshops in ‘soft' interpersonal skills for building closer relationships with clients.
For more on this program please [PDF: File size 403KB]
Ethics – A Practical Framework For Professional Advisers
Cost of this ONLINE program (including the training assessment which delivers 3 CPD points ) is $90 including GST.
For details on this please [PDF: File size 224KB]
To obtain your 3 CPD points, please order your training package [PDF: File size 171KB]
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Introductory 
