Empowering Advisers. Enabling Impact.
Expert philanthropy education for financial advisors, accountants and lawyers
Generous You is an independent, philanthropy funded initiative helping financial advisers, accountants and lawyers build the confidence to have meaningful conversations about philanthropy and structured giving.
As Australia enters the largest intergenerational wealth transfer in its history, we support advisers to explore values, legacy and purpose with their clients. Making giving a more natural and informed part of professional advice.
By equipping advisers with education, resources and practical support, we aim to strengthen client outcomes, increase charitable giving and help build a more generous Australia.
Why this matters
Deepen client relationships
Move beyond transactional conversations.
Future generations
Structured giving conversations naturally include family & heirs.
Differentiate your practice
Attract growth by offering values aligned advice.
Community impact
Help your clients create meaningful social impact.
Built for advisers ready to lead
You're growth-focused
Only 16% of advised clients say they discuss philanthropy with their adviser. By building confidence in this area, advisers can help make giving a more natural part of conversations about wealth, values, family and legacy, supporting clients to give with greater clarity, structure and impact.
We have no products or services to sell. We have only one focus: building your capability.
Education for impact
We do not promote financial products, foundations or giving vehicles. Instead, we work collaboratively across the philanthropy ecosystem to provide independent education and practical frameworks that help you assess all options objectively and act in your clients' best interests. No conflict of interest. No hidden distribution model. Just capability building.
Independent & collaborative by design
Practitioner designed, expert led
Our programs are developed by professionals who understand the realities of client conversations, compliance environments and commercial pressures. We connect structured giving expertise with day-to-day advisory practice, ensuring what we teach is usable, relevant and grounded in real-world scenarios.
Practical support at every level
Whether you're curious about structured giving or ready to implement sophisticated strategies, we meet you where you are. We move beyond theory to application with conversation guides, implementation tools and peer support – so you leave not just informed, but confident.
Your complete structured giving education platform
Practical programs designed to turn curiosity into confident action.
Foundational workshops
Introduction to structured giving, key concepts and how to start conversations with confidence. Perfect for advisers new to structured giving or looking to refresh their knowledge.
Implementation resources
Templates, conversation guides, client materials and practical tools you can use immediately. Everything you need to put learning into action.
Advanced programs
1:1 coaching, tailored education and bespoke consultancy designed to support the full integration of structured giving into your client offering and business operations.
Ongoing community
Connect with like-minded professionals, share experiences, and access continuous learning opportunities. Because systems change happens in community.