Upcoming webinar

Mastering giving conversations with clients

Tuesday 20 October 2026

12:00pm – 1:00pm AEDT

Up to 1 CPD hour available 

Register now

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Session Overview

For many advisers, the challenge isn’t understanding structured giving, it’s knowing how to introduce the conversation naturally and confidently with clients.

This highly practical workshop provides financial advisers with a simple, proven framework for raising philanthropy and structured giving as part of broader financial, estate and legacy planning conversations. Participants will learn how to recognise the right opportunities, ask thoughtful questions, respond to common client concerns and guide discussions without needing to become philanthropy experts.

Using real world case studies, practical conversation examples and a step-by-step framework, advisers will build the confidence to explore clients’ values, purpose and legacy in a way that strengthens trust and creates more meaningful relationships. The session also covers when to refer clients to specialist providers and how structured giving can complement existing advice.

Advisers will leave with practical tools they can immediately apply to deepen client relationships, differentiate their advice offering and deliver more holistic, values-led advice.

Meet your speakers

Dan Wortley

CEO, Generous You

Dan Wortley is the founding CEO of Generous You, an initiative focused on equipping accountants, lawyers and financial advisers to confidently engage clients in structured giving and philanthropy conversations. With a background spanning education leadership, professional engagement and strategic sector development, Dan works closely with advisory firms, philanthropic organisations and industry bodies to help embed giving, legacy and impact discussions into mainstream professional advice. Dan is passionate about unlocking the role trusted advisers can play in shaping Australia’s future culture of generosity, particularly as the nation enters one of the largest intergenerational wealth transfers in history. Through Generous You, he is leading the development of practical education, coaching and research initiatives designed to strengthen adviser capability, confidence and collaboration across the professional services sector.