Monarch butterfly migration
Philanthropic Infrastructure for Wealth Managers

Build a branded foundation for your clients without the complexity of running one.

We establish and manage Public Ancillary Fund structures behind your foundation, so you can offer structured, multi-generational giving without sending clients outside your business.

Request a Conversation See why it matters
Scroll
01

You're sending one of your most valuable conversations outside your business.

When clients want to formalise their giving, they are often referred to external structures, lawyers, or standalone foundations.

That means the relationship moves elsewhere, philanthropy becomes disconnected from the advice relationship, and the next generation often engages outside your ecosystem.

02

Bring giving back inside your ecosystem.

We let your business offer its own branded foundation, built on a Public Ancillary Fund structure, without taking on the operational or regulatory burden.

You remain the adviser guiding the relationship. We operate the infrastructure behind it.

03

A foundation structure, without building one yourself.

We establish and manage the Public Ancillary Fund that sits behind your foundation, including trustee structure, compliance, administration, reporting, and governance.

Your business offers the foundation. We make it work.

Philanthropic Infrastructure for Wealth Managers

Be the business your clients choose across generations.

GFA builds a fully branded philanthropic capability inside your business. Our infrastructure and expertise run quietly behind it, so your advisers can lead giving conversations with confidence, deepening relationships with this generation and beginning them with the next.

See why it matters
Why This Fits

Two groups of clients. One structure that brings both into your business.

Most of your clients already give. Some do so informally, without a structure. Others have formalised their giving through a Private Ancillary Fund held with a third-party administrator. Both sit outside your advisory relationship.

A foundation built on a Public Ancillary Fund structure, branded to your business, gives you a single vehicle that can serve both.

Client group 01

The Direct Giver

Clients who donate directly to charities, typically on an ad hoc basis. Giving happens, but outside any formal structure or long-term plan.

  • Giving occurs without visibility to the adviser
  • No structure to deepen the conversation
  • Limited continuity across family generations

Most of your client base is here. Structuring this giving brings a values-led conversation back into your advice relationship.

Client group 02

The Private Ancillary Fund holder

Higher-value clients who have established their own Private Ancillary Fund, usually administered by a third-party specialist outside your business.

  • Philanthropic relationship sits with another provider
  • Trustee, compliance and administration handled elsewhere
  • Next-generation engagement often forms outside your ecosystem

A simpler structure within your business can offer these clients everything a Private Ancillary Fund delivers, without the governance burden, and keeps the relationship in-house.

Your offering

Your Foundation (via GFA)

A foundation branded to your business, supported by a compliant Public Ancillary Fund structure that we establish and operate behind it.

  • One structure that serves both client groups
  • Compliance, administration and governance fully managed
  • Branded and positioned within your business
  • Designed for long-term, multi-client, multi-generational giving

One foundation. Two client groups. One relationship — yours.

Some clients already give. Others will, once the conversation begins. Both belong inside your business.

What We Do

We build your foundation.
You keep the relationship.

We partner with wealth management businesses to establish a Public Ancillary Fund structure behind a foundation branded entirely to your business.

Your clients experience it as a natural extension of your business.

We handle the administration, compliance, and governance behind it.

You offer the foundation. We make it work.

This is how it works in practice:

01
Your name.
Your foundation.

Your foundation is presented under your business's brand, giving clients a structured giving vehicle that feels fully embedded within your business.

02
Built for
more than one client.

A single foundation structure can support participation across your client base, creating a shared platform for structured, tax-effective giving.

03
Everything
stays in-house.

Philanthropic conversations, giving records, and next-generation engagement remain connected to your business, not referred away from it.

Even clients who could establish a Private Ancillary Fund may prefer a simpler structure that delivers a named giving vehicle without the governance, administration, and ongoing compliance burden of running one independently.

The G-Stack

The infrastructure and support
that makes it effortless.

GFA's proprietary Giving Stack is purpose-built for wealth management businesses. It handles every operational and compliance dimension of running a philanthropic capability. Your business carries none of the complexity.

01
Client Portal

A seamless, intuitive giving experience that feels like a natural part of your business. Digital-first, designed for modern donors and their families.

02
Fund Administration

End-to-end administration of your foundation and every sub-fund within it. Nothing falls through the cracks. Nothing lands on your team's desk.

03
Reporting

Clear, transparent reporting for donors, advisers and the business. Every grant, every investment, every impact. Visible and accountable.

04
Compliance

GFA treats the Foundation's compliance as its most fundamental obligation. Your business adds a philanthropic capability.

05
Giving Advice

GFA provides support and guidance to advisers and their clients on philanthropic strategy, cause selection and grant-making.

06
Adviser Training

Your advisers gain the knowledge and confidence to raise giving at the right moment, with the right client, in the right way.

07
Charity Reviews

Curated, independent assessment of the causes clients care about, so they can give with confidence and advisers can guide them with authority.

08
All Yours. Entirely.

Everything above runs under your business's name, your brand, your identity. GFA runs quietly behind it. Your business owns the relationship.

The 9 Giving Conversations

Nine moments that open the door
to a lifelong conversation.

Every adviser has clients in at least one of these moments right now. GFA trains your team to recognise them and gives them the structure, language and confidence to act on them. The conversations aren't hard to have. They just need a pathway.

Financial Triggers
01
Business Sale

A liquidity event is the natural moment to raise structured giving. The client has capital, capacity, and often a desire to do something meaningful with it.

02
Inheritance

Receiving wealth prompts reflection on purpose, legacy and what to pass forward. Clients in this moment are already thinking about meaning. Your adviser simply needs to be ready for the conversation.

03
Tax Planning

Tax-deductible contributions make giving the smartest thing a client can do with money they were going to give away anyway. This is a conversation that belongs in every annual tax review, and it benefits the client whether they are philanthropically motivated or not.

Life Stage Triggers
04
Estate & Wills

Legacy planning naturally creates space for a conversation about charitable intent. What do they want their wealth to say about them? This is where giving becomes part of the story a client leaves behind.

05
Retirement

The transition from accumulation to meaning is one of the most powerful moments to introduce structured giving. Clients moving into retirement are often asking what their wealth is truly for.

Values Triggers
06
Next Generation Engagement

Involving children and grandchildren in giving decisions connects families to their values across generations, and to the advisers who helped them do it.

07
Values & Purpose

Clients who want their wealth to reflect what they stand for are waiting for an adviser who understands that. A structured giving fund lets values become action and deepens the relationship in the process.

08
Already Giving

Clients already giving, often generously, are rarely doing so with the benefit of structure, tax efficiency, or strategy. A giving fund makes their generosity smarter and more impactful.

Regulatory Trigger
09
The Existing Private Giving Fund

Some of your clients already have a private giving fund. What they may not yet have is a reason to reconsider it.

The ATO's proposed 2026 reforms would increase the minimum distribution requirement for private giving funds to 6% — assessed individually, each year, with no flexibility across the fund as a whole. Related-party registers, documented investment strategies, annual valuations, board minutes and audit readiness now sit squarely with the individual trustee. For clients who wanted control, the administrative reality of that control is arriving.

A named sub-fund within your foundation removes every one of those obligations — the compliance, the governance, the annual audit — and replaces them with nothing. The same tax deductibility. The same capacity to grant to the causes that matter. The same legacy pathway for the next generation. None of the weight.

The Case

The wealth is moving.
The conversations aren't.

Over $3.5 trillion in wealth will transfer between generations in Australia over the next two decades. The businesses woven into their clients' families through values, legacy and purpose have the best chance at retaining it.

$3.5T
The wealth transferPassing between generations in Australia over the next 20 years. Source: Productivity Commission, Wealth Transfers and Their Economic Effects, 2021
62%
The giving priorityOf HNW clients say giving is a meaningful priority. Only 16% are receiving any guidance on it from their adviser. Source: Minderoo Foundation, February 2026
37%
The adviser gapFewer than two in five financial advisers regularly discuss giving with their HNW clients, despite the majority of those clients wanting to be asked. Source: Minderoo Foundation, February 2026
~$20K
Where it startsThe minimum to establish a sub-fund through GFA, making structured giving accessible to most of your client base. Not just your largest relationships. Source: GFA product specification

Ready to build something
that lasts?

GFA works with a select number of wealth management partners. If you would like to explore what a branded philanthropic capability could mean for your business, we would like to hear from you.

Request a Conversation
The Migration

No single butterfly
completes the journey.

The Monarch butterfly migrates across four lifetimes. No single butterfly completes the full journey from Canada to Mexico and back. Each one flies as far as it can, then passes the route to the next.

The migration is not a single achievement. It is a collective act that spans lifetimes.

Structured giving works the same way.

A decision made today travels further than any single life. A Giving Fund established by one generation becomes the instrument through which the next expresses its own values. The giving does not stop, it continues carrying the family's intentions forward — sometimes for decades.

This is why the butterfly is GFA's mark. Not only because it is beautiful, but because the journey carries the spirit of all generations.

The Monarch is always in motion.