Individual Insights Questionnaire

This short questionnaire is designed to help Generous You understand your current approach to giving conversations, the opportunities that may exist within your client base, and the support that could help you build confidence and capability in this area.

Whether you operate your own practice or work within a larger organisation, please answer the questions from the perspective of your own clients, advice processes and professional experience, rather than those of your wider organisation.

You do not need to have existing experience in philanthropy or structured giving to complete this questionnaire. We are simply interested in understanding where you are today and what opportunities may exist.

Your responses will help us tailor the program and identify practical ways to support you in recognising opportunities, starting meaningful client conversations and accessing specialist support when needed.