Before we begin
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.
Giving money or other assets to charitable organisations, causes or community purposes, whether directly or through a structured giving arrangement.
A client conversation in which giving is deliberately explored beyond a passing mention. This could include discussing what the client cares about, their giving intentions, family or legacy goals or possible approaches to giving and next steps.