Know which charitable giving leads are worth a discovery meeting
Our intake asks prospects about their giving goals, the assets they're considering donating, and whether they already have a donor-advised fund or foundation in place, then requests brokerage or entity documentation before the conversation reaches your calendar.
The exact intake your charitable giving strategy leads complete
This is the real 7-question guided intake for Charitable Giving Strategy — the same flow your customers finish before you ever pick up the phone.
What a qualified charitable giving strategy lead should tell you
Structuring how a client will give cash, appreciated securities, real estate, or business interests to charity based on their stated goals, the assets they're considering, and whether a giving vehicle already exists.
- Main Goal Charitable Giving
- Assets Considering Donating
- Already Have Established Giving
- Primary Decision-Maker These Charitable
- Put Giving Strategy In
- Work With Financial Advisor
- Approximate Scale Assets Plan
The questions your team needs answered
Every charitable giving strategy intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main goal for charitable giving? | The stated goal shows whether the prospect needs a tax specialist, a legacy planner, or an estate-transition angle, shaping who should take the meeting. |
| What type of assets are you considering donating? | Appreciated securities or business interests require valuation and tax handling that cash gifts don't, which is why they carry a higher weight. |
| Do you already have an established giving vehicle, such as a donor-advised fund or foundation? | An existing giving vehicle signals sophistication and changes whether the meeting is about building new structure or optimizing what's already there. |
| Are you the primary decision-maker for these charitable giving decisions? | The large weight gap between yes and no reflects that a meeting with a non-decision-maker is less likely to produce an actionable strategy. |
| When are you hoping to put a giving strategy in place? | Timeline doesn't add scoring weight itself, but an immediate answer flags the lead for faster scheduling attention. |
| Do you currently work with a financial advisor or tax professional? | Separates real opportunities from leads that aren’t a fit yet. |
| What is the approximate scale of the assets you plan to give? | Scale of assets is the strongest single indicator of engagement size, with substantial gifts weighted far above modest ones. |
How Cliont scores charitable giving strategy leads
Every answer is weighted automatically — no manual review required.
Value signals
- Reduce tax burden
- Create a lasting legacy or family tradition
- Support specific causes or organizations
- Integrate giving with business or estate transition
- Cash
- Appreciated stocks or securities
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Charitable Giving Strategy Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for charitable giving strategy workflows
| Cliont capability | Charitable Giving Strategy application |
|---|---|
| Conditional branching | When a prospect confirms they already have a donor-advised fund or foundation, the intake can route them toward a different next step than someone starting from scratch. |
| Weighted lead scoring | Combines the asset-scale weight with the giving-goal weight so a substantial gift tied to business or estate integration scores far above a modest, cash-only gift. |
| Decision-maker flag | The yes/no weight gap on the decision-maker question lets your team see immediately whether the person requesting the meeting can actually authorize a giving strategy. |
| Document collection | Prompts for brokerage statements or entity documents based on which asset types the prospect selects, so appreciated-stock or business-interest cases arrive with backup already attached. |
| CRM routing | Sends qualified charitable-giving prospects into your CRM tagged by their stated goal, so tax-focused and legacy-focused leads can be worked differently by your team. |
Common charitable giving strategy lead scenarios
Urgent estate-integrated gift request
Prospect selects an immediate timeline, a goal of integrating giving with a business or estate transition, and a substantial asset scale, which the intake flags for a priority discovery meeting slot.
Prospect still exploring options
Timeline is 'just exploring options' and both the goal and asset-type answers are 'not sure yet,' so the intake keeps this in nurture rather than pushing straight to a meeting.
Non-decision-maker inquiry
The prospect answers no to being the primary decision-maker, which carries a lower weight than a yes, since any strategy discussed may not be actionable without that person present.
Already has a donor-advised fund
Prospect confirms an existing giving vehicle, so the intake surfaces this upfront and the advisor can prepare to review or optimize a structure instead of building one from scratch.
Modest annual cash giver
Prospect selects cash only and a modest, ongoing gift scale, producing a legitimate but lower-priority qualified lead rather than a high-value one.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More charitable planning intake templates
Charitable Giving Strategy lead-intake FAQs
How does the intake handle a prospect who already has a donor-advised fund or foundation?
It captures that as a yes/no signal so you know upfront whether the discovery meeting will focus on building a new giving structure or optimizing one that already exists.
Why does it matter whether the prospect is the primary decision-maker?
The decision-maker question is weighted heavily in favor of a yes answer, since a strategy discussion with someone who can't actually authorize the giving decision is less likely to convert into next steps.
Does the intake tell me what kind of assets someone wants to donate?
Yes, the intake lets prospects select cash, appreciated stock, real estate, business interests, or retirement assets, and pairs that with their stated goal so you can see whether the conversation needs tax expertise or a simpler gift-planning discussion.
If someone says they're just exploring, does that disqualify them?
No, there are no disqualifying answers in this catalog. 'Just exploring' and 'not sure yet' still route through as valid leads, they simply don't carry the urgency flag that an immediate timeline triggers.
How is this different from your Donor-Advised Fund Planning intake?
Charitable Giving Strategy intake covers overall goals and asset types across any giving approach, while Donor-Advised Fund Planning, a sibling subservice, is scoped to prospects already committed to that specific structure.
What determines whether a lead gets flagged as high value?
The scale of assets and the stated giving goal carry the heaviest weights, so a prospect citing tax reduction, legacy planning, or business and estate integration with a substantial asset base scores well above a modest, cash-only giver.
Turn charitable giving strategy visitors into qualified clients
Give every charitable giving strategy visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.