Charitable Gift Financing Questionnaire

Five short sections about your giving, so we can tell whether Charitable Gift Financing fits what you are trying to do. Only a few answers are required — the rest help us understand you, and you can say as much or as little as you like. Your progress is saved in this browser, so you can finish it later.

Your answers save automatically on this device as you type.

Personal profile

First name

Last name

Spouse's nameLeave blank if this does not apply.

EmailSo we can send your answers back to you if you ask.

Phone

Who is your financial advisor?

Who sent you this questionnaire?

Charitable interests and inspirations

There are no wrong answers here. A sentence each is plenty.

What are your top three charitable interests?

Why those?

Which one matters most to you?

What goes into your decisions about giving?

How are those decisions made in your household?

What events shaped what you care about?

Are you directly involved with any charitable or nonprofit organisations?

YesNo

Which ones, and in what capacity?Board member, volunteer, donor, founder — whatever applies.

Do you look to meet immediate needs, or to fund long-term solutions?

Do you prefer grassroots organisations or large charities?

How do you prefer to give?Cash, services, goods, time, something else.

How do you like organisations to show their appreciation?

Family and personal values

What core values guide your personal and family life?

How do those values shape your giving?

How do you involve your family in conversations about philanthropy?

How do you see your family's philanthropy changing in future?

How important is it that your giving lines up with your family's values?

Charitable donations

These are the answers that tell us whether Charitable Gift Financing is worth exploring. Approximate figures are fine.

What do you give in a typical year?

Your average annual cash donation.

What could you give regularly?

If you were giving on a set schedule rather than ad hoc.

If you made one significant gift, how large would it be?

What have you given in the past?

Would you be interested in exploring Charitable Gift Financing?

YesNot yet — tell me moreNo

How much would you consider donating through Charitable Gift Financing?

A rough figure is fine — it sets the scale of the proposal.

Given the chance to do more, what would you do differently?

How do you see your giving changing over the next ten years?

Anything you have not tried yet but would like to?Endowments, scholarships, and so on.

Legacy and the next generation

How do you want to be remembered for your giving?

What part do your children or heirs play in that?

How do you teach the next generation about giving?

Are there particular projects you hope to pass on?

How would you know your giving had succeeded?Any benchmarks or milestones you have in mind.

Have you considered a donor advised fund or a family foundation?

Yes, we have oneYes, we have discussed itNoNot sure what those are

Tell us about it.Where it is held, roughly what it holds, and who advises it.

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