Empowering Advisors. Enabling Impact.
Expert philanthropy education for financial advisors, accountants, and lawyers
Australia is experiencing the greatest intergenerational wealth transfer in its history. This offers an unparalleled opportunity for advisors to start informed conversations with clients about values, legacy, and purpose - the foundations of structured giving.
Why structured giving matters to your practice
Deepen client relationships
Move beyond transactional conversations.
Access the next generation
Structured giving conversations naturally include family & heirs.
Differentiate your practice
Attract growth by offering values-aligned financial planning.
Built for advisors ready to lead
Whether you're driven by growth or protection, there's a place for you in this community.
You're growth-focused
You recognise structured giving as an untapped growth opportunity. You want to differentiate your practice, retain multi-generational wealth and attract high-value clients who prioritise social impact.
The data is clear: clients are asking for these conversations. You're ready to meet that demand with confidence.
You're protection-driven
You know the risk and understand that 70 per cent of inherited wealth leaves the family advisor. You're not waiting for it to happen.
Structured giving conversations are your strategy to retain multi-generational relationships, keep assets under management, and secure the practice you've built.
Education without agenda
Unlike training offered by service providers with products to sell, we have only one focus: building your capability.
Independent by design
Generous You does not promote financial products, foundations, or giving vehicles. We provide unbiased education and practical frameworks so you can assess all options objectively and act in your clients' best interests. No conflict of interest. No hidden distribution model. Just capability building.
Practitioner-designed, expert-led
Our programs are developed by professionals who understand the realities of client conversations, compliance environments, and commercial pressures. We connect structure 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
Deep-dive certification programs for advisers ready to make structured giving a core practice offering. Covers sophisticated strategies, compliance considerations and implementation frameworks.
Ongoing community
Connect with like-minded professionals, share experiences, and access continuous learning opportunities. Because systems change happens in community.
Trusted. Independent. Expert-led.
Generous You is a registered charity with the Australian Charities and Not-for-profits Commission (ACNC), governed by a board with deep expertise across financial services, education and philanthropy.
Philanthropically funded
Five-year funding commitment means we can focus entirely on building your capability, not selling you services.
Independent education provider
No products to sell. No conflicts of interest. Just expert education focused on your success.
Expert governance
Governed by board members with deep expertise, bringing decades of sector leadership.
Practitioner-designed programs
Built by advisors who understand your world. Client conversations, compliance and commercial realities.
The Generous You Board
Martin Mulcare Chairman
Catherine Brookes Director
Dan Wortley
CEO
Our stories
Our Mission
Collaboratively accelerate more structured giving in Australia by educating and empowering professional advisers.
Our Vision
By 2030, Australia will have a thriving culture of generosity, where strategic giving fuels charities to do more.
Be part of the founding community
Join our launch list to get early access to programs, exclusive founding member benefits, and updates as we build Australia's first dedicated structured giving education hub for professional advisers.