See contribution size and asset type before the discovery meeting
Ask whether a prospect already has a fund set up, what assets they plan to contribute, and how much they intend to fund initially — then require asset statements before the discovery meeting, so you only sit down with donors ready to act.
The exact intake your donor-advised fund planning leads complete
This is the real 7-question guided intake for Donor-Advised Fund Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified donor-advised fund planning lead should tell you
Guidance for a prospective donor establishing or funding a donor-advised fund, covering whether an account already exists, what assets they intend to contribute, and who ultimately controls the granting decisions.
- Already Have Donor-Advised Fund
- Assets Considering Contributing
- Main Goal Using Donor-Advised
- Person Who Would Make
- Move Forward With This
- Work With Financial Advisor
- How Much Plan Contribute
The questions your team needs answered
Every donor-advised fund planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you already have a donor-advised fund set up? | Whether a prospect already has a fund or wants to set one up shapes both the score and the type of conversation you need to have first. |
| What type of assets are you considering contributing? | Segments the lead so you can route, price, and prioritize it correctly. |
| What is your main goal for using a donor-advised fund? | Segments the lead so you can route, price, and prioritize it correctly. |
| Are you the person who would make final decisions about this fund? | Confirming the respondent actually controls the fund's decisions prevents booking a discovery meeting with someone who has to go check with the real account holder. |
| When are you hoping to move forward with this planning? | Timeline separates prospects ready to move now from those still just exploring, which changes how quickly you should follow up. |
| Do you currently work with a financial advisor or wealth manager? | Separates real opportunities from leads that aren’t a fit yet. |
| Approximately how much do you plan to contribute initially? | The size of the initial contribution is one of the strongest signals of how much time and specialist attention this lead is worth. |
How Cliont scores donor-advised fund planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Yes, I have one
- No, I want to set one up
- Not sure what this involves
- Person Who Would Make: yes
- Within 3 months
- Within the next year
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Donor-Advised Fund Planning 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 donor-advised fund planning workflows
| Cliont capability | Donor-Advised Fund Planning application |
|---|---|
| Weighted scoring | Combines fund status, contribution size, and timeline so a 'no fund yet, over $100,000, immediately' response scores far above a 'just exploring' response. |
| Conditional field routing | Multi-select asset type answers (stocks, real estate, business interests) can be used to tag leads for the specialist best equipped to handle that contribution. |
| Decision-maker flag | Automatically distinguishes leads where the respondent controls the fund from those made on someone else's behalf, so you know who to actually get on the call. |
| Document collection | Requests asset statements or ownership documents for the contribution type selected before the discovery meeting is booked. |
| CRM routing | Sends the completed answers — fund status, goal, contribution range, and decision-maker status — straight into your CRM as a scored record. |
Common donor-advised fund planning lead scenarios
Ready to fund a new DAF now
No existing fund, wants to set one up, is the sole decision-maker, and plans to contribute over $100,000 immediately — the intake flags this as top priority for CRM routing.
Existing fund adding appreciated stock
Already has a DAF and wants to contribute stocks or securities rather than cash, which changes the paperwork and specialist needed before the meeting.
Curious but unfamiliar with DAFs
Prospect isn't sure what a donor-advised fund involves and is just exploring timelines, so the intake still captures interest but signals a longer nurture path rather than an immediate meeting.
Business interest, complex contribution
Contributing business interests instead of cash or securities usually means a larger, more complex gift that benefits from routing to a specialist rather than a general discovery meeting.
Inquiry made on someone else's behalf
The person filling out the form is not the final decision-maker (an adult child or assistant, for example), which the intake weighs lower so you know to loop in the actual account holder before booking time.
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
Donor-Advised Fund Planning lead-intake FAQs
How does the intake treat someone who doesn't have a donor-advised fund yet?
That's actually one of the higher-weighted answers, since a prospect who wants to set one up from scratch is often further along in deciding to work with you than someone who already has an account elsewhere.
Can the form capture non-cash contributions like real estate or business interests?
Yes — the asset-type question is multi-select and includes stocks or securities, real estate, and business interests alongside cash, so you can see upfront whether the gift needs specialist handling.
How do you avoid booking a meeting with someone who isn't actually the decision-maker?
The intake directly asks whether the respondent is the person who would make final decisions about the fund, and answers of 'no' are weighted much lower so you can route those to a lower-priority follow-up instead of a full discovery meeting.
What happens with prospects who say they're 'just exploring options'?
That timeline answer scores lower than 'immediately' or 'within 3 months,' so those leads still land in your CRM but are flagged as earlier-stage rather than meeting-ready.
Does the intake ask if the prospect already has a financial advisor?
Yes, it's captured as context — useful for spotting potential coordination or conflict-of-interest conversations before the meeting, even though it isn't a scored field on its own.
What should I ask prospects to upload before the meeting?
Documentation of the assets they plan to contribute — a brokerage statement for securities, or ownership documents for real estate or business interests — so you're not discovering the complexity of the gift live in the room.
Turn donor-advised fund planning visitors into qualified clients
Give every donor-advised fund planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.