Charitable Giving Personality Assessment

Discover Your Philanthropic Profile with Our Charitable Giving Assessment

Financial advisors know that wealth planning isn't just about accumulation—it's about alignment with values and legacy. This Charitable Giving Personality Assessment helps advisors understand their clients' philanthropic motivations, preferences, and goals to create truly personalized wealth management strategies that include meaningful charitable impact.

Why This Assessment Matters for Financial Planning

Understanding a client's charitable giving personality allows financial advisors to:

• Align investments with values by identifying causes and giving styles that resonate most
• Optimize tax strategies around charitable contributions and donor-advised funds
• Plan meaningful legacies through estate planning and strategic philanthropy
• Strengthen client relationships through deeper understanding of what matters most

This assessment evaluates key dimensions including giving motivations, preferred causes, engagement levels, and financial capacity for philanthropy. The results provide a clear philanthropic profile that informs everything from annual giving strategies to legacy planning.

Streamline Your Advisory Practice with Paperform

As a financial advisor, you need tools that work as hard as you do. Paperform makes it easy to collect client insights, automate follow-ups, and integrate responses directly into your CRM or planning software. With conditional logic, you can tailor questions based on client responses, ensuring every assessment feels personal and relevant.

Once clients complete their assessment, use Stepper to automatically trigger next steps—whether that's scheduling a planning meeting, sending personalized philanthropic resources, or updating client records in your wealth management platform. This seamless workflow helps you incorporate philanthropy into financial planning without adding administrative burden.

With SOC 2 Type II compliance and enterprise-grade security, Paperform gives you and your clients peace of mind when sharing sensitive financial and personal information. Create professional, branded assessments that reflect the quality of service your practice provides.