These questions are designed to better understand your current giving, giving goals, and structural needs. All answers will be kept confidential so please be honest and open.
What matters most? What are you trying to achieve?
For example: elect more women to office; further climate change policy; leave a legacy; teach my children about giving back.
Why do you give to what?
For example: a friend asked; a candidate called you personally; care deeply about issue; you know a Board member.
What aspects of your giving is non-negotiable?
For example: child’s school annual fund, Board member write/raise commitments.
How do you give and do those structures fit your needs?
Do you give via an outside entity such as a community foundation, donor-advised fund, or giving circle? Are you personally making every donation?
How do you research or otherwise vet donations?
Word of mouth or a friend’s recommendation
Online tools like Charity Navigator or GuideStar
Conduct independent research
Receive proposals and reports
What is your annual giving capacity?
You can provide ballpark estimates from the past few years (501c3, 501c4, political giving, etc).
How much of your giving is 501c3 (tax deductible) vs. other kinds of giving?
Only 501c3 (non-partisan, tax exempt charities)
Mainly 501c3 but also some political candidates
All of the above -- combination of 501c3, 501c4, 527, SuperPAC, candidates
I'm not sure
How much of your giving is planned in advance vs. spontaneous (including disaster relief, etc)?
How do you give?
Check all that apply
I generally give to the same organizations every year
I change it up year to year based on goals and needs
I prefer to give larger donations to fewer groups
I prefer to give smaller donations to more groups
I would like a multi-year giving strategy
How much time do you want to devote to your giving?
This can range from making annual site visits to see organization’s work on the ground to simply approving a pre-vetted list of grantees and/or candidates.
I like to be hands-on -- site visits, meeting grantees, reviewing proposals.
More hands-on with larger grants but generally only making final decisions
I'm too busy -- give me a list of recommendations.
Somewhere in between
How visible do you want to be with your giving?
Aside from candidate donations, there are many ways to give anonymously if you so choose. Many donors enjoy meeting with elected officials and NGO leaders while others prefer to have an advisor vet incoming requests.
Who else is involved in your giving?
Your spouse, children, business partner? Financial advisor or wealth manager? Are they co-decision makers or only need to be "looped in"?
How would you define successful giving after one year? Five years? 25 years?
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