Professional Advisor Lunch Event (Bairnsdale): Deepen Client Relationships Through Values, Legacy and Giving

Learn how to guide clients through conversations about philanthropic giving, while strengthening relationships, engaging the next generation and building a lasting legacy.

Join Gippsland Community Foundation and Generous You for a complimentary, practical Lunch & Learn exclusively for financial advisers, accountants and lawyers.

Recognised as professional development (CPD), this in-person session will equip you with practical approaches to discussing giving with clients, understanding their options and knowing when to bring in specialist support. Certificates of attendance will be provided.

Over lunch, explore:

When to start the conversation: Recognise natural opportunities to discuss values, family, legacy and philanthropic giving in everyday client conversations.

What to ask: Take away practical questions and prompts to strengthen relationships, explore what matters to clients and engage the next generation.

How to guide clients: Understand philanthropic giving options, including local pathways, and when to involve specialist support.

Leave with practical resources, new insights and ideas you can put to work with clients straight away.

Lunch is complimentary, and colleagues from your firm are very welcome. This event is educational, there will be no philanthropic giving ask on the day or expectations made by attending. Places are limited, so registration is essential.

About Generous You

Generous You is an independent, philanthropically funded national initiative supporting professional advisers to build capability around values, legacy and giving, helping them deepen client relationships and identify new advice opportunities.

About Gippsland Community Foundation

Gippsland Community Foundation (GCF) is an independent, community-owned philanthropic organisation that connects local giving with community-led initiatives to create a stronger, more inclusive, and resilient Gippsland.

Through grants, partnerships and philanthropy, GCF has awarded over $10.8 million into community-led priorities throughout Gippsland. We exist to keep resources in the region and invest in the priorities and future of our Gippsland communities.