Bolder Giving in Extraordinary Times » Quiz Yourself » Questionnaire: Your Giving Potential

Questionnaire: Your Giving Potential

If you want to systematically determine your giving potential,
this questionnaire outlines some steps to take.

Which of these do you have in place?

A life-time financial plan

An up-to-date will or “legacy plan” that reflects my values

A long-term giving plan

Financial professionals who support your values and philanthropy

A strong connection to cause(s) and/or organization(s) I care about

A peer philanthropic community

Confidence in discussing money and values with my parents, spouse, children

Strong sources of non-material satisfaction and security (e.g., strong friendships, community, meaningful work, creative expression, exercise, contact with nature, religious or spiritual practices)

Other

Read more about your giving potential »