Family Philanthropic Planning

What matters most to your giving?

A short exercise to surface your giving priorities, and see how they align with everyone else in the room.

Step 1: You'll see 15 cards, one at a time. For each one, tap Matters to me or Not my focus.

Step 2: From your "yes" pile, you'll rank your top three.

There are no right answers. Your responses stay private until your facilitator shares the group results.

Giving Priorities

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Enter the family code your facilitator shared with you.

← Back to start

Before you begin

Here's how this works

You'll go through 15 cards in three groups. The whole thing takes about 3-4 minutes.

1
Sort. For each card, tap Matters to me or Not my focus. Go with your first instinct.
2
Add anything missing. After the cards, you'll have a chance to add one priority that wasn't listed.
3
Rank your top 3. From everything you said "yes" to, pick your top three.
Your rankings are private until your facilitator triggers the group results.

Category 1 of 3

Card 1 of 15

← Back

Step 2 of 3 - Add your own

Anything missing?

If there's a priority that matters to you but wasn't on any of the cards, add it here.

Keep it short: one idea, one phrase.

Skip, go straight to ranking

Step 3 of 3 - Rank your top 3

Your "Matters to me" pile

Tap any card to assign the next available rank, or use the 1 / 2 / 3 buttons directly.

0 of 3 ranked

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← Back

You're in.

Your priorities are saved.

Submitted so far

Group Giving Priorities

Here's what the group values most.

Facilitator View - Giving Priorities

Enter Session Code

Load a session to see who has submitted and trigger the group results.


How this works

You'll sort 15 cards into two piles: Matters to me or Not my focus. Go with your first instinct.

After the cards, you can add one priority of your own, then rank your top three from everything you said yes to.

There are no right answers. Your facilitator will share the group results once everyone has submitted.