Morgan Stanley
Wealth Management

Philanthropy with Purpose

At Morgan Stanley, we believe that wealth has the power to create lasting, positive change. Our philanthropic services are designed to help individuals, families, and organisations turn generosity into meaningful impact – strategically, thoughtfully, and in alignment with their values.
Strategic Giving

Effective philanthropy goes beyond writing cheques. We work closely with our clients to develop giving strategies that reflect their personal mission, financial goals, and long-term vision. Whether you’re establishing a charitable foundation, supporting causes close to your heart, or planning a multigenerational legacy, our team can provide clarity and structure at every step.

Effective philanthropy goes beyond writing cheques. We work closely with our clients to develop giving strategies that reflect their personal mission, financial goals, and long-term vision. Whether you’re establishing a charitable foundation, supporting causes close to your heart, or planning a multigenerational legacy, our team can provide clarity and structure at every step.

Effective philanthropy goes beyond writing cheques. We work closely with our clients to develop giving strategies that reflect their personal mission, financial goals, and long-term vision. Whether you’re establishing a charitable foundation, supporting causes close to your heart, or planning a multigenerational legacy, our team can provide clarity and structure at every step.

Our Philanthropic Services

We offer comprehensive support across the full lifecycle of charitable giving, including:

  1. Philanthropic strategy and visioning

    Helping define your goals, priorities and impact areas.

  2. Charitable structures and vehicles

    Guidance on establishing Private and Public Ancillary Funds, trusts and other giving solutions.

  3. Grant making and impact assessment

    Supporting thoughtful distribution and measuring the outcomes of your giving.

  4. Legacy and succession planning

    Ensuring your philanthropic values endure across generations.

Aligning Values with Impact

Our approach is collaborative and deeply personal. We take the time to understand what matters most to you, then help translate those values into action – supporting causes, communities and initiatives that make a real difference.

The Future of Giving Report

This Morgan Stanley Wealth Management Australia philanthropy report explores how high‑net‑worth Australians engage in charitable giving, including their motivations, behaviours and perceived barriers. It also examines how attitudes toward wealth, particularly across generations, are shaping current giving practices and future expectations, drawing on insights from a national survey and in‑depth interviews with philanthropists.

The findings reflect the growing influence of next‑generation donors and reinforce why engaging families early matters—bringing philanthropy together with investment strategy, family governance and long‑term planning to deliver impact that lasts.

 

Read the report ‘The Future of Giving: How Australia’s Next Generation is Redefining Philanthropy’

Learn More

Contact our Philanthropic Services team to see how careful planning and trusted advice can help your generosity deliver enduring impact.

Contact Us