ABOUT US

Flexible Planned Giving

“THERE HAS TO BE A BETTER WAY TO GIVE…”

  • According to The Giving Australia Report 2016 most Australians give to charities SPONTANEOUSLY…usually via mail, phone calls, or in the street.
  • “Spontaneously” means they wait to be asked, usually by expensive cold call campaigns
  • And it’s expensive because they have to ask many to get donations from a few, and it’s usually from those few donations that the costs of the whole campaign need to be met.
  • That’s why these donors see as little as 40% of their donation make it to the front door of their charity.
  • By contrast, those that plan their giving, rather than give spontaneously, donate between 3 and 6 times more.
  • This double whammy is estimated to be costing the charity sector more than $800m each year.

Cold calls will always be around, and for some it will continue to be the preferred way to give, but for many… “There has to be a better way!”

Now there is.

INVEST2DONATE  is a non-profit that aims to change the way Australians give to charities. 

And it plans to do so by introducing donors to a new concept….Flexible Planned Giving … which makes it easy to plan your donations ahead rather than wait to be asked to give when via expensive cold call campaigns.

Flexible Planned Giving, offers a real alternative to waiting to be asked to give. It’s secure, completely flexible, and it’s the cheapest way to donate from one account to another… every $ donated is a $ received by charity.

Our background is in Financial Planning, that’s why we intend initially to target post-retirement investors, providing them with the simplest, most cost-efficient way to make regular monthly donations to any eligible charity of their choice.

Details of INVEST2DONATE’s board and corporate structure are set out below:

INVEST2DONATE is a public company limited by guarantee.

It is a registered charity established to operate as a non-profit for the purpose of improving the Giving Environment for donors and charities.

The Directors and Members of INVEST2DONATE are:

John Joseph Wakim
Founding Director and CEO

John started his career in law, but it was in financial advising that he made his biggest impact.

In a 25 year career with one of Australia’s major financial services success stories, ipac, John was one of its most successful Certified Financial Planners. His clients included corporate executives, entrepreneurs, personal injury compensation victims, and Charities. At different stages in the ipac journey, John’s roles included General Manager Financial Planning, and Director.

INVEST2DONATE is where John’s considerable financial planning expertise crossover with his desire to build a sustainable, not-for-profit, new way of giving, capable of delivering leveraged benefits to the community.

Peter John Longhurst
Director

Peter is a Chartered Accountant with 40 years’ experience, and has established a reputation as a reliable advisor and confidant to small, medium and large businesses, as well as people starting out in their careers.

He has been a long-serving Director of one of Australia’s leading furniture manufacturing businesses which has been family owned for 116 years. He is a Fellow of The Institute of Chartered Accountants in Australia and New Zealand. He has served as Chairman (Australian Chapter) of Alliott Pierson International, one of the world’s largest group of independent accountants and consultants.

Peter is an Accredited Mindshop Facilitator, and for over 15 years has advised several medium to large businesses in the areas of Business Planning, Succession Planning and strategic issues centred on Continuous Improvement, Waste Reduction and Profit Improvement.

Ronald Sean Rahilly
Director

Sean is an experienced senior executive with 20 years’ experience in managing risks, controls and governance in investment banking, equities derivatives and wealth management. His focus has been on delivering practical and workable solutions to business partners to minimise inherent operational and reputational risks.

Sean started his career at Price Waterhouse in Sydney and London. He then worked for HSBC in Sydney and then for Hambros Australia Ltd, Hambros’ local subsidiary. After Societe Generale acquired Hambros, Sean became the Asian Head of Compliance for the Investment Banking Division of Societe Generale, spending his later years in the Hong Kong office before returning to Australia in 2013.

Sean is also a Director of Charingfield Ltd (an aged care centre), Eastern Suburbs District Rugby Union Football Club and South Pacific Sandalwood Holdings Ltd (which owns a sandalwood plantation in Vanuatu).

Michael John Swinsburg
Director

With a diverse 25 year career across financial services and executive search, Michael brings a wealth of experience from management roles within major Global and Australian financial services firms from 1984 through to establishing and leading his own executive search practice in 1997.

As Managing Partner of global executive search firm, Alexander Hughes International, Michael runs an Asia Pac firm across financial services, natural resources and energy together with his north Asian colleagues based Hong Kong and Shanghai.

Prior to that, Michael worked with leading financial services groups Macquarie Investment Management Ltd, Prudential Fund Managers and Citigroup, where he led State and national sales teams servicing the financial advisory channel, and developed and marketed a range of retail and institutional investment funds across a broad range of asset classes.