Consultancy Services
Turning intention into action
Education is where most organisations begin. But lasting impact happens when structured giving becomes part of how your organisation actually operates; within your conversations, your systems and your culture.
Our Consultancy and Enablement Services are designed to help you make that shift.
We work alongside professional services firms and organisations to move from interest to implementation. Together we embed structured giving into your client offering in a way that is practical, aligned and sustainable.
What we do
Whether you are just starting to explore the opportunity or looking to take the next step, we support you to design and build an approach that fits your business.
This may include:
Exploring and establishing a firm aligned charitable structure (e.g. Public Giving Fund)
Designing how structured giving integrates into your client value proposition
Supporting internal champions and leadership alignment
Embedding giving into adviser workflows, conversations and KPIs
Developing a long-term education and engagement roadmap
Our focus is simple: ensuring structured giving doesn’t sit alongside your business but becomes part of it.
How we work
To support organisations in getting started, Generous You provides an initial allocation of enablement support at no cost.
This allows your team to explore the opportunity, design your approach and begin early implementation with expert guidance. From there, you can choose to extend the partnership, with ongoing support tailored to your organisation’s ambition, pace and priorities.
This is not theoretical consulting.
We work directly with your team to build something real. We bridge the gap between strategy and execution. That means supporting everything from leadership alignment through to the day-to-day realities of adviser conversations and client engagement.
We understand that every organisation is different. Our role is to bring the right mix of structure, expertise and practical support to help you build something that works in your environment.
In short, we don’t just advise on what’s possible. We help you build it.
Our approach
Our enablement team
At the heart of this work is a dedicated enablement team with a blend of commercial, advisory and sector experience.
We combine deep knowledge of financial advice, legal and accounting environments with practical expertise in philanthropy and structured giving.
Our team has hands-on experience supporting organisations to design, implement and embed new capabilities. This ensures structured giving is not only meaningful, but commercially sustainable.