Family Alignment Report · Epic Philanthropy
Giving Portrait · Facilitator Draft Tool

Family Alignment Report

Build a first draft of a family's report from their saved Giving Portrait answers. You review and edit every word before a client sees any of it.

Facilitator only. Nothing on this page is shown to clients. The draft below is raw material for your review, not a finished report.

Enter the family's session code and click Load. The draft is written only from answers the family has actually saved. Where an answer is missing, the draft says so and leaves you a bracketed prompt.

When the draft reads right, copy it into the family's report document and finish it there.

Draft · For Facilitator Review

Family Alignment Report

Every section is editable. Bracketed lines are prompts for you: they mark a judgment call or an answer the family has not given yet. Delete them as you resolve them.

Choose the final mission draft

How this works

This page reads one session's saved answers from every Giving Portrait tool: Personality, Footprint, Priorities, Mission, Values, Out Loud, Follow-Up Questions, and Beyond the Check.

It writes the report in the settled order, snapshot first. Sections with no saved answers say what is missing instead of guessing.

If a session saved more than one mission draft, you pick the final one above Section 3. The newest draft is not automatically the agreed one.

The draft is yours to edit. Nothing here is sent anywhere, and no client ever sees this page.