Your Giving Blueprint
Every giving journey begins with understanding what matters most.
Designed for clients to work through at their own pace, this reflective workbook helps uncover the values, experiences and aspirations that shape their approach to generosity. Through a series of practical exercises and thought-provoking questions, it explores the causes they care about, the impact they hope to create, their personal style of giving and the legacy they want to leave. Ideally completed before meeting with a professional adviser, this workbook provides a valuable foundation for more meaningful conversations and helps turn personal values into purposeful action.