Getting Started: Family Giving Considerations Worksheet

This simple worksheet provides 8 basic considerations that donors should ask themselves and their family members. Families should discuss their collective responses and circle the number that best matches your answer. When finished, tally how many times you chose each giving vehicle, and explore the two giving vehicles you chose most frequently.

This Collection

Getting Started

This Content Collection highlights key factors and questions you'll need to consider as you chart your path forward, and provides guidance on which vehicle(s) will be best matched for your long-term goals.

See Collection

Get Involved

Search Knowledge Center for Resources!

We’re here to help you on your philanthropic journey. Contact NCFP for support!

Get Assistance

Keep up with trends in family philanthropy. Subscribe to our newsletter!


Family philanthropy improves the quality of life for all. Join our family!

Join Now