Philanthropy – How the Role of the Adviser has Changed

Ben Brinkerhoff & Cheryl Spain

Charitable gifting is an emotive topic that can bring advisers closer to their clients – opening up discussions with other family members and wider financial topics. Advisers often assist clients decisions in setting up trusts, wills and charitable donations but then have little or no role after the funds have been gifted.

In this interactive session, Cheryl and Ben discuss the options for philanthropy in NZ and how you as an adviser can continue to be actively involved! They’ll discuss the benefits and structure of gift accounts, tax implications and investment-advice options.

About Ben Brinkerhoff: Ben has been advising, running wealth management businesses or consulting in wealth management since 2008. Prior to moving to New Zealand, he was Chief Operating Officer at Index Fund Advisors, an advisory firm with $3.84 billion of funds under advice. His career has also seen him undertake the role of senior economic consultant, and economic manager for the Qatar Economic Free Zones.

Ben’s main role is to facilitate growth and improve efficiency in Consilium partner firms, and help them achieve their strategic initiatives. He is also a member of the Consilium investment committee.

Ben is an AFA, and an Accredited Investment Fiduciary (AIF) and has a BA in History and Economics from University of California.
About Cheryl Spain: Cheryl Spain is the Executive Director of The Gift Trust, a donor-advised philanthropic trust that helps clients who want to make larger donations to charitable causes to do so more effectively.
The Gift Trust is a simple and effective alternative for donors who might otherwise set up a grant-making trust.Cheryl has over 20 years experience in the philanthropy and not-for-profit sector, both in New Zealand and the UK. She has a passion for helping philanthropic donors to make a more thoughtful impact with their funds, and for helping charities to be more effective.
Prior to The Gift Trust Cheryl worked at the Victoria University Foundation, liaising with philanthropic donors to the University. Cheryl spent 17 years in the UK working in senior roles for a number of charities undertaking project development and fundraising. She spent 10 years with Groundwork Hertfordshire, an environmental regeneration organisation working in disadvantaged communities. She also held roles in the UK at the South Bank Centre, Friends of the Earth and ActionAid.

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