How we can help professional advisors


Firstly, why have the ‘philanthropy’ conversation?

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 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.

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 is also personal, meaningful and fulfilling.

There are a variety of ways for your client to give via Acorn, from outright gifts to planned giving strategies. Importantly, these gifts need not be at the expense of providing for family; many Acorn donors choose to do both - leaving a percentage to family, and a percentage to the community via Acorn.

We can help to design the right plan so that your clients can make charitable gifts that allow them to gain tax benefits during their lifetime, while maintaining their financial security and looking after family members.

At no cost to you, we can: 

  • Offer tips for discussing charitable giving with your clients.
     
  • Consult with you and your clients on how Acorn can help them meet their charitable and financial goals, including:
    • Trustee succession planning for people with their own charitable trusts
    • Gifts such as real estate, life insurance policies or shares, that are not easily transferable to other charitable entities.
       
  • Provide materials about the various ways to give through Acorn Foundation.
     
  • Keep you updated via our newsletter, which contains the latest news about Acorn and organisations we are helping (subscribe below).
     

Please contact us if you'd like to:

  • meet to discuss a client's specific interests 
  • receive an information package 
  • book an information session for your staff
  • receive ongoing updates about Acorn Foundation.

 

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