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Potential Client Quiz

Instructions: Take the following 10 question quiz to determine how greatly you could benefit from a philanthropic advisor. After you answer "yes" or "no" to our top ten giving questions, click the results button at the bottom to see if you would benefit from a philanthropic advisor.

Mission Statement. Have you written out a mission statement for your giving?
Yes
No

Family Participation. Do your immediate family members participate in giving decisions?
Yes
No

Proactive of Reactive Giving. Did your giving strategy lead you to the majority of the organizations you support rather than the organizations finding you through their fundraising efforts?
Yes
No

Confidence. Do you have confidence in the financial management and program effectiveness of organizations you support?
Yes
No

Organizational Evaluation. When you are asked for a significant donation, do you have a process for evaluating the organization?
Yes
No

Giving Reports. Do you receive concise reports detailing the results of your investment?
Yes
No

Investment Review. Do you periodically stop and evaluate the effectiveness of programs and organizations you financially support?
Yes
No

Administrative Details. Are you able to manage efficiently the administrative details involved in identifying giving opportunities, reviewing grant requests, issuing checks, and tracking results?
Yes
No

Celebration Trips. Have you taken a trip to celebrate the results of your giving with the very people your gift is helping?
Yes
No

Joy of Generosity. Has your wealth been a source of joy in your relationship with God and in your desire to serve Him?
Yes
No

Total Number of "Yes" Answers:

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Excellence in Giving | 512 S. Tejon Suite 200 | Colorado Springs | CO | 80903