Giving Portrait

Follow-Up Questions

Three parts: what you fund, the money, and how you decide. These are the questions the other tools don't ask, so this completes your family's full picture and all answers land in one place.

There are no right or wrong answers, and most of this can be skipped. Answer what's true for you and leave the rest blank.

Your answers are private. Only your facilitator sees individual answers.

Follow-Up Questions

Join Session

Enter the family code your facilitator shared with you.

Before you begin

Here's how this works

Three parts, and should take 10 minutes. Nothing in the money part is required, and many questions can be skipped.

Welcome back. Your saved answers are loaded with what you left last time. Change anything you like, then submit again. Only the latest version is kept.
1
What you fund. 19 causes, one at a time. For each one, tap Core to me, Matters, Not mine or Indifferent, or Do not support. At the end you can add a cause we missed and name any you do not want to support.
2
The money. How much you have given so far this year and what you plan to give in the year ahead, how it splits across the places on your footprint, how you give, and any commitments that run past this year.
3
How you decide. Who decides, what happens when you disagree, whether one person can stop a gift, and what role the next generation has.
Your answers are private. Only your facilitator sees individual answers.
Cause 1 of 19

Part 1 of 3 · What you fund

Part 1 of 3 · What you fund

Two last cause questions

Both are optional. Skip either one, or both, and keep going.

Part 2 of 3 · The money

The money

Money is personal, so nothing on this screen is required. Skip any question you don't feel comfortable answering. But the more complete a picture we have, the more accurate your plan can be.

Signed in as

So far this year, about how much have you given in total?

A range is plenty.

Thinking about the year ahead, about how much do you plan to give in total?

A range is plenty. This is your plan for the year ahead, not a look back.

If you picture that giving split across the places on your footprint, what share lands in each?

Use percents. Rough shares are fine.

%
%
%

Total so far: 0%

How do you give now?

Tap all that apply.

Do you have commitments that run past this year, like a multi-year pledge or a campaign pledge?

Part 3 of 3 · How you decide

How you decide

Pick the answer that sounds most like your family today, not the one you wish were true.

Who decides which gifts get made?
When you disagree about a gift, what usually happens?
Can one person stop a gift the rest of the family wants to make?
What role does the next generation have in giving today?

You're in.

Your answers are saved. Your facilitator has them, and they stay private: only your facilitator sees individual answers.

Submitted so far

Facilitator View · Follow-Up Questions

Enter Family Code

Load a session to see who has submitted and read each person's full answers. These answers are facilitator-only: this tool has no group share board, so nothing here is shown back to participants.


Full answers

Each person's answers, as saved. This is the working material for the Family Alignment Report and the Master Giving Strategy session. The list refreshes on its own every few seconds.

How this works

Part 1 rates 19 causes, one at a time: Core to me, Matters, Not mine or Indifferent, or Do not support. Then you can add a cause we missed and name any you do not want to support.

Part 2 is the money: how much you have given so far this year and what you plan to give in the year ahead, how it splits, how you give, and any commitments that run past this year. Nothing in this part is required.

Part 3 is how your family decides. Every group can be skipped.

Your answers are private. Only your facilitator sees individual answers. You can come back with the same family code and first name and change your answers; only your latest version is kept.