Rockefeller Philanthropy Advisors (RPA) currently advises on and manages more than $250 million in annual giving worldwide and traces its beginnings to John D. Rockefeller, Sr., one of the world’s wealthiest businessmen, who in 1891 began to manage his philanthropy “as if it were a business.”
With thoughtful and effective philanthropy as its one and only mission, RPA provides research and counsel on charitable giving, develops philanthropy programs, and offers complete program, administrative and management services for foundations and trusts. To date, RPA has overseen a total of more than $3.8 billion in grant-making across the globe.
Australian Executor Trustees’ (AET) Gary Riordan, General Manager, Trustee Services said: “We are delighted to be partnering with such an esteemed philanthropic institution as Rockefeller Philanthropy Advisors. The strategic alliance will support donors, and their advisers, in designing philanthropic strategies that are comprehensive and effective, through leveraging RPA’s global expertise, granting advice framework and reference tools.”
“With national trends showing Australians are giving more than ever before, it’s fair to say that philanthropy is becoming a more important consideration in people’s wealth planning, particularly as they see income inequality increasing globally.”
“AET believes that effective philanthropy can only be achieved through leveraging industry best practice and using the right structures. The partnership will support advisers in developing, and implementing, charitable programs that achieve the greatest impact possible, thereby amplifying the generosity of donors and truly changing the lives of those they reach.”
Melissa Berman, RPA’s Chief Executive Officer, commented: “This is a win-win relationship that will further enhance the support AET provides to philanthropists and their advisers. Both RPA and AET are united by our common vision to help clients make lasting and effective contributions to charitable programs, projects or organisations that resonate with them.”
To launch the partnership, AET will hold a series of lectures and masterclasses across Melbourne (25 September), Sydney (27 September) and Brisbane (28 September). The keynote speech will be delivered by internationally recognised grant-making and philanthropy expert, Mae Hong, Vice President of Rockefeller Philanthropy Advisors and Chair of US based membership organisation, Grantmakers for Effective Organizations.