The Charity Wellbeing Service brings together specialist governance, independent financial guidance, and structured staff financial wellbeing — built specifically for charities and not-for-profit organisations. Not adapted from a corporate model. Built for yours.
Every engagement begins with a diagnostic conversation. What is introduced is built around your organisation — your workforce, your culture, your constraints. Nothing is recommended from a template.
Independent governance support for trustees and boards — helping your charity meet its legal obligations, strengthen oversight structures, and operate with confidence.
Truly independent financial guidance that helps your organisation maximise asset returns, understand what it is paying, and ensure investment decisions serve the charity — not its managers.
A consultancy-led financial wellbeing service for your people. Designed to reduce financial anxiety, strengthen engagement and retention, and ensure staff genuinely understand and value the support available.
For charities, the pressures converge from multiple directions. Staff are motivated by purpose but vulnerable to financial anxiety. Trustees carry significant legal responsibility, often without the specialist support to exercise it confidently. And assets may be working considerably less hard than they could be.
Financial anxiety among staff is driven less by a lack of benefits than by uncertainty. People do not know what support exists, whether it applies to them, or where to turn when something changes. That uncertainty affects focus, confidence, and how long people stay.
A structured review of your pension, benefits, and investment arrangements often identifies savings that more than offset the cost of an engagement. For a not-for-profit, that released resource can be redirected where it is needed most.
typical cost of replacing a skilled employee as a proportion of annual salary. In a smaller organisation, this is a significant and often underestimated risk.
Funders and trustees are increasingly attentive to how organisations support their workforce. A structured, evidenced approach to staff wellbeing strengthens your governance narrative and demonstrates responsible leadership.
The Charity Wellbeing Service provides clear documentation of what has been introduced and the outcomes achieved — supporting reporting to trustees, funders, and other stakeholders.
The Charity Wellbeing Service was built on a simple observation: no single firm had brought together genuine governance expertise, independent financial guidance, and structured staff wellbeing in one place — designed specifically for charities. That is what this partnership does.
Adena Street is an independent advisory firm specialising in governance and financial guidance for charities and philanthropic organisations. Fully independent — no commercial relationships with investment managers, no product bias, no conflicts of interest.
Adena Street acts always in the best interests of the charity: helping trustees meet their legal obligations, understand their investment arrangements, and make better financial decisions.
Aetas in the Workplace is a consultancy-led financial wellbeing service for employers. Built for organisations where every employee matters — not adapted from a corporate model designed for thousands of staff.
The approach is always bespoke: a structured diagnostic is completed before anything is introduced, and delivery is managed throughout so the burden on your leadership team is minimal.
For charities, an engagement can open conversations that connect directly to your income strategy. Introduced only where there is genuine appetite — not products, but conversations structured with confidence.
Gifts in wills are one of the most significant sources of charitable income. Many supporters who would consider leaving a legacy have never been asked. We help you introduce a structured legacy giving programme — supporting the conversation with supporters and the practical planning that makes a gift in wills feel achievable.
Many businesses are looking for meaningful ways to support charities. We help you build a structured corporate giving proposition — including payroll giving, matched donation schemes, and employee volunteering frameworks — that makes it straightforward for businesses to partner with your organisation.
From first conversation to ongoing programme. Designed to be proportionate to your organisation and minimal in its demands on your leadership team.
A no-cost conversation to understand your organisation, your workforce, and your current arrangements across benefits, investments, and governance. No obligation beyond the conversation.
A structured diagnostic identifies which services will have the greatest impact. Nothing is recommended that does not fit your context and constraints. A clear plan is agreed before anything is introduced.
We coordinate delivery, manage communications, and review impact on an ongoing basis. Your leadership team has full visibility without being required to manage providers themselves.
Both are provided at no cost and carry no obligation.
A focused 45-minute conversation with Matthew Steiner to explore whether the Charity Wellbeing Service is the right fit. We look at what is already in place, where pressure may be showing up, and what a proportionate response could look like.
A short self-assessment across governance, financial guidance, and staff financial wellbeing. Takes around five minutes and produces a scored picture of where your organisation's gaps may be — useful on its own or as context for a discovery conversation.