Help your clients achieve
The Acorn Foundation can add significant value to your client relationship by helping you provide a more holistic financial planning approach. We are a local organisation with a unique understanding of both our community’s needs and the many ways your clients can make an impact. As such, we are well positioned to ensure that every gift your client makes is not only the right gift at the right time, but it is also personal, meaningful and fulfilling.
Why have the ‘giving’
Many Kiwis want to give, or at least have the desire to make a difference. Conversations with your clients about how they can make an impact in the community are often warm and very rewarding ones.
Philanthropic 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.
Read more about having the 'giving conversation' by clicking the button below:
Resources for Professional Advisors
See below for useful forms, guidance and information for Professional Advisors.
Guidance notes for Lawyers
How to help your client set up an endowment fund with the Acorn Foundation.
Listening for Charitable Opportunities
The role of the professional advisor in helping the client create and realise a personal philanthropic vision.
2022 White paper by CFNZ & Dentons Kensington Swan
A new way of thinking about charity, philanthropy and working with clients.