Knowledge hub

Philanthropy, legacy planning and getting your family involved (with Denise Cheng)

Back to podcasts

By Capital Partners Podcast | The Purposeful Investor

In this insightful episode, Aden & David sit down with Denise Cheng from Equity Trustees, the National Manager of Active Philanthropy. She shares her expertise on the transformative world of structured giving and philanthropy.

Denise delves into the cultural differences in giving between Australia, the US, and the UK, explains the accessibility of structured giving vehicles, and explores the key reasons that motivate people to engage in purposeful giving, from tax benefits to the desire to create a lasting legacy.

  • (00:26 – 02:25) Denise on her career journey
  • (02:53 – 07:47) Explanation of philanthropy and structured giving
  • (07:47 – 12:21) How structured giving can bring families together
  • (12:21 – 17:16) Connecting families with aligned philanthropic causes and witnessing the impact of their donations
  • (17:36 – 21:48) The process of helping clients find the right causes and charities to support
  • (21:48 – 24:22) Explore structured giving even with modest means

The information provided on this site is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if these strategies and products are right for you.

Ideas & insights

Knowledge Hub

Super tax backflip | A timely reminder to stay the course

Capital Partners News • Article

The Millionaire Next Door | Unveiling the real secrets to lasting wealth

Podcast | The Purposeful Investor • podcast

Lessons from the Shield and First Guardian Collapse

Capital Partners News • Article

Executive rewards, enduring outcomes

Wealth Planning • Article

Retirement and social health | Why connection matters more than you think

Ambitious Retirees • Article