For professional advisers

The Giving Conversations Index

A measure of your confidence and capability in having conversations with clients about giving

This short questionnaire explores your current views, confidence and experience in having conversations with clients about giving. There are no right or wrong answers. Please answer based on your current practice and experience. For questions about client activity, please think about the previous six months. Your responses will help Generous You and your organisation understand where support is most useful and, when repeated, what has changed over time.

Start the Index

20 questions — around 5 minutes.

Your information is securely stored and encrypted. We only use it to deliver your results and track progress over time.

Four dimensions

Twelve questions measure your giving mindset, opportunity recognition, conversation confidence and giving capability.

Practice context

A further eight questions capture your recent client activity, current barriers and overall outlook. These are reported separately.

Tracked over time

You receive a single score from 0 to 100. Complete the Index again in 12 months to see how your capability has changed.