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What We Do
Expert philanthropy advice for families and professional service firms

 
HSC & Company's private philanthropy practice provides expert advice to families and professional service firms.

We develop tailored and practical strategies with clients that lead to new opportunities to create social impact. This includes connecting clients with leaders in the social field and helping them to administer funds with high-quality governance.

We advise on: 
  • Establishing Private Ancillary Funds (PAFs) and other vehicles that facilitate tax effective social investment
  • Administration of philanthropic trusts & foundations
  • Specialist grants management
  • Monitoring & evaluation of social investment
  • Donor advised funds & taxation advice
  • Preparation & lodgement of statutory reporting
  • Legal advice (including estate planning)
  • Donor education (including early stage advice)
  • Charity recommendations
  • Donor networking opportunities
  • Cross-border social investment advice & structures
OUR SERVICES FOR INDIVIDUALS AND FAMILIES ARE TAILORED AND CONFIDENTIAL.
New and experienced philanthropists benefit from tailored services that focus on achieving their objectives.

The starting point of an engagement is the development of a unique partnership profile. This details the principles of a working relationship and underpins the philanthropy strategy we develop with each client. We then support clients by:

  • Establishing entities used for facilitating tax-effective donations
  • Determining an appropriate investment strategy
  • Implementing an effective grants management program
  • Brokering partnership agreements with not-for-profit organisations
  • Managing ongoing high-quality governance, administration and operations

This comprehensive range of services means that clients are well supported through each step of their engagement with us. Client case study
PROFESSIONAL SERVICE FIRMS USE OUR SPECIALIST EXPERTISE TO ESTABLISH SUCCESSFUL PHILANTHROPIC SERVICES FOR THEIR CLIENTS.
HSC & Company establishes and operates philanthropic services for professional service firms. This means accounting and legal firms can quickly promote a high-quality and compelling philanthropy service to their clients. By selecting a hybrid or outsourced engagement model, firms’ clients receive seamless access to a full range of philanthropic services.

The direct benefits that professional service firms derive from engaging with HSC & Company include:

  • An expanded range of in-demand services that result in brand enhancement and differentiation
  • Tailored models that reduce the cost of establishing an in-house philanthropy expertise
  • Flexible delivery of philanthropic services that complement existing client management processes

OUR PARTNER BUSINESSES ARE SPECIALISTS THAT SHARE OUR PHILOSOPHY
We support clients on legal, taxation and financial advice matters through partnerships with three carefully selected businesses:

  • Johnston Rorke (Accounting and Taxation)
  • Madgwicks (Legal Services)
  • Stewart Partners (Wealth Management)

These firms are our trusted partners that share our philosophy. Although boutique, this partnership combined with our relationships with institutional financial services providers means we have the scale to meet even the most complex of needs. On request of a client we also work with their existing advisors. On request we can also work with existing legal and accounting staff of new clients. Learn more

HSC & Company also features in the Philanthropy UK International Advisor Guide as the only Australian philanthropy advisor.
Philanthropy UK Guide to International Advisors
CONTACT US
If you are interested in learning more about philanthropy, streamlining or better managing a private ancillary fund or charitable trust please contact us.

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What our clients say

  • HSC & Company helped us to move from well-intentioned but impractical thoughts to a strategy that matched our objectives with our capacity to deliver value for ourselves and our partners.

    Bruce Meagher
    Director, Strategy & Communication
    SBS Corporation
  • HSC & Company uses its unique expertise to help families develop meaningful and effective philanthropic strategies.

    Rick Walker
    Managing Director
    Stewart Partners
  • We have greatly benefited from the research and guidance HSC & Company has given us. Their input added credibility and transparency to our processes to ensure we focused on selecting a major charitable partner.

    Mary Jung, CSR Manager
    Wilson HTM Investment Group
  • HSC & Company helped reshape our well established Foundation to better support our corporate multi-brand strategy. Their understanding of the philanthropic and community investment landscape really sets this team apart.

    Judith Lewis, St.George Foundation
    St.George Bank
   

Local and global insight


FEBRUARY 2012
LinkedIn's skill-based volunteers, Bank philanthropy needs greater oversight & more

JANUARY 2012
2011 Philanthropy Review, Rural Social Enterprise, Qld volunteers app & more

DECEMBER 2011
Bentleys looks at philanthropy, digital engagement, ACNC & more…

NOVEMBER 2011
NFP Briefings in Brisbane and Melbourne, Future of philanthropy in AUS, Ian Potter & more…

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