Generous You Ltd

1. Introduction

1.1 Commitment to Privacy

Generous You Ltd (“Generous You”, “we”, “our”, “us”) is committed to protecting your privacy and handling personal information responsibly and transparently.

Generous You handles personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). Where applicable, we also comply with relevant State or Territory privacy legislation.

Privacy legislation regulates how organisations collect, use, disclose and store personal information.

1.2 About Generous You

Generous You is an organisation focused on educating, equipping and supporting professional advisers, including accountants, lawyers and financial advisers, to have structured giving and philanthropy conversations with their clients.

We deliver education programs, workshops, research initiatives, events, resources and advisory services designed to embed structured giving into professional advice.

1.3 Why We Collect Personal Information

Our primary purposes for collecting, holding, using and disclosing personal information include to:

• develop, deliver and improve our education programs, workshops and events

• provide services, resources and tools to advisers and partners

• conduct research and surveys relating to structured giving and philanthropy

• communicate with you about our programs, initiatives, partnerships and opportunities

• manage event registrations and CPD attendance

• process employment applications and engage contractors

• manage relationships with partners, donors and supporters

• comply with legal and regulatory obligations

If we do not collect your personal information, we may not be able to provide you with the services, programs or information you request.

2. What Is Personal Information?

For the purposes of this policy:

Personal information means information or an opinion about an identified individual, or an individual who is reasonably identifiable.

Sensitive information is a subset of personal information and includes information about an individual’s health, racial or ethnic origin, political opinions, religious beliefs, membership of a professional or trade association, criminal record, or other sensitive matters.

Generous You does not generally collect sensitive information unless it is reasonably necessary for our activities and you have provided consent, or collection is otherwise permitted by law.

3. What Personal Information We Collect

The types of personal information we may collect include:

• your name

• contact details (email address, phone number, postal address)

• professional details (organisation, role, qualifications, licence or registration number where relevant)

• CPD participation information

• event attendance details

• payment and billing information

• feedback, survey responses and research contributions

• correspondence and communications with us

• employment application information (where applicable)

We generally interact with you using your preferred name where practicable.

4. How We Collect Personal Information

We usually collect personal information directly from you, including when you:

• register for an event, workshop or course

• download resources from our website

• subscribe to our newsletter

• participate in interviews, surveys or research

• contact us via email, phone or our website

• apply for employment or contractor roles

In some circumstances, we may collect personal information from third parties such as:

• event co-hosts or partners

• professional associations

• publicly available sources

Where we collect information from third parties, we take reasonable steps to ensure you are aware of the collection and the circumstances of that collection.

5. How We Use and Disclose Personal Information

5.1 Use of Information

We will only use your personal information for the purpose for which it was collected, or for a related purpose that you would reasonably expect, unless you consent otherwise or we are required or permitted by law.

Examples include:

• delivering education and advisory services

• providing CPD certification

• improving our programs and offerings

• communicating relevant updates or opportunities

• conducting research (including in de-identified format)

5.2 Disclosure to Third Parties

We may disclose personal information to:

• service providers who assist us in operating our business (e.g., IT providers, event platforms, payment processors)

• research partners (in de-identified form unless consent is provided)

• professional associations for CPD verification (where relevant)

• regulatory or law enforcement bodies where required by law

• successors in the event of a transfer of business assets

We take reasonable steps to ensure third-party providers handle personal information securely and in accordance with privacy obligations.

5.3 Overseas Disclosure

We may use cloud-based systems or service providers located outside Australia. Where this occurs, we take reasonable steps to ensure that overseas recipients comply with privacy standards comparable to Australian law, or we obtain your consent where required.

6. Storage and Security

Personal information may be stored in:

• secure electronic systems

• password protected databases

• cloud based platforms

• limited physical records (where applicable)

We take reasonable technical, organisational and physical measures to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

We retain personal information only for as long as necessary for the purpose for which it was collected, or as required by law.

7. Access and Correction

You may request access to personal information we hold about you, or request that it be corrected if it is inaccurate, incomplete or out of date.

Requests should be made in writing to:

Email: info@generousyou.com.au

We will generally provide access unless an exception under the Privacy Act applies. If access is refused, we will provide written reasons.

We do not charge a fee for requesting access, but may charge a reasonable administrative fee for providing access (for example, photocopying or retrieval costs).

If we refuse to correct your information, you may request that a statement be associated with the record noting your requested correction.

8. Marketing Communications

We may send you communications about our programs, events, research and initiatives.

You may opt out of marketing communications at any time by:

• clicking the unsubscribe link in emails; or

• contacting us directly at info@generousyou.com.au

If you opt out, we will continue to send you essential administrative communications where necessary (e.g., event confirmations).

9. Complaints

If you have concerns about how we handle your personal information, please contact us at:

CEO
Generous You Ltd
Email: dan@generousyou.com.au

We will investigate your complaint and respond within a reasonable timeframe.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

10. Policy Administration

Effective Date: 03.03.2026
Version: 1.0

This Privacy Policy may be updated from time to time. The current version will always be available on our website.

This policy does not form part of any employment contract or contractual agreement.