For professional advisers

The Giving Conversations Index

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

This 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 understand where support is most useful and, when repeated, what has changed over time.

Start the Index

24 questions — around 7 minutes.

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

Five dimensions

14 questions measure your giving mindset, opportunity recognition, conversation confidence, giving capability and applied practice.

Practice context

A further 10 questions capture your role, recent client activity and outcomes, barriers and practice context. 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.