Which family giving enquiries deserve discovery meeting time
Every family philanthropy enquiry captures the primary giving goal, which family members will participate, and whether the person applying is the actual decision-maker. Ask for existing foundation or DAF documentation upfront so you know exactly what's already in place before the discovery meeting.
The exact intake your family philanthropy planning leads complete
This is the real 7-question guided intake for Family Philanthropy Planning — the same flow your customers finish before you ever pick up the phone.
What a qualified family philanthropy planning lead should tell you
Structured planning that helps a family design, organize, or formalize its charitable giving — including foundations, donor-advised funds, and the next generation's role — before an advisor commits meeting time.
- Main Goal Family Philanthropy
- Use Any Giving Vehicle,
- Family Members Expected Participate
- Primary Decision-Maker Family'S Charitable
- Soon Would Like Begin
- Already Work With Financial
- Causes Or Values Want
The questions your team needs answered
Every family philanthropy planning intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is your main goal for family philanthropy planning? | The chosen goal tells you whether you're scoping a full foundation build, a next-gen conversation, or a lighter organizing engagement before the meeting even starts. |
| Do you currently use any giving vehicle, such as a foundation or donor-advised fund? | Knowing whether a giving vehicle already exists determines if the discovery meeting is about optimizing something in place or starting from zero. |
| Which family members are expected to participate in this planning? | Identifying which family members will participate tells you who to invite to the meeting and how to structure the conversation. |
| Are you the primary decision-maker for your family's charitable giving? | The 9-vs-4 weight split on this answer flags whether the person applying can actually authorize a plan or needs to bring in the real decision-maker. |
| How soon would you like to begin this planning process? | This is the only timeline answer weighted as urgent, so it separates families ready to move now from those still exploring. |
| Do you already work with a financial advisor or estate planning professional? | Whether they already work with an advisor changes the meeting from a standalone pitch to a coordination conversation. |
| What causes or values do you want your family's giving to reflect? | Captures the detail in the client’s own words so you’re briefed before the first call. |
How Cliont scores family philanthropy planning leads
Every answer is weighted automatically — no manual review required.
Value signals
- Create a new giving strategy
- Involve children or next generation
- Organize existing giving activities
- Establish a foundation or donor-advised fund
- Primary Decision-Maker Family'S Charitable: yes
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Family Philanthropy 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 family philanthropy planning workflows
| Cliont capability | Family Philanthropy Planning application |
|---|---|
| Conditional branching | Whether the prospect already uses a giving vehicle changes what the intake asks next — a 'no' routes toward foundation/DAF setup questions, a 'yes' toward organizing existing structures. |
| Weighted lead scoring | Decision-maker status carries a 9-vs-4 weight split, so leads answering on behalf of a family without authority to commit are still captured but scored to reflect that gap. |
| Multi-select capture | The family-member participation question lets you see before the call whether to prepare materials for a spouse, adult children, or extended family, not just the applicant. |
| Free-text capture | The open question on causes and values feeds directly into your meeting notes, giving you a values-based starting point instead of a blank-slate first conversation. |
| Automatic CRM routing | Leads that select 'Immediately' on timeline and confirm decision-maker status can be flagged for priority follow-up as soon as they land in your CRM. |
Common family philanthropy planning lead scenarios
New foundation or DAF from scratch
The prospect selects 'Establish a foundation or donor-advised fund' and confirms no giving vehicle exists yet, signaling a full-scope engagement rather than a quick review.
Next-generation involvement request
The lead wants to involve adult or minor children in the family's giving and lists multiple participants, which tells you to prepare a multi-generational conversation, not a one-on-one meeting.
Immediate-timeline decision-maker
The applicant confirms they are the primary decision-maker and wants to begin immediately, combining the two highest-weighted signals in the catalog into a lead worth same-week follow-up.
Exploratory, not yet committed
The prospect picks 'Not sure yet' for their goal and 'Just exploring options' for timeline — still worth a follow-up, but the intake flags it as lower urgency rather than routing it as time-sensitive.
Non-decision-maker inquiry
Someone fills out the intake on behalf of the family but answers 'no' to being the primary decision-maker, which lowers the weighted score and tells you who else needs to be on the call.
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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.
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- 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
Family Philanthropy Planning lead-intake FAQs
How does the intake distinguish a new foundation setup from organizing existing giving?
The main goal question separates 'Establish a foundation or donor-advised fund' from 'Organize existing giving activities,' and the follow-up question on whether they already use a giving vehicle confirms which scenario you're actually walking into.
What happens if the person completing the intake isn't the primary decision-maker?
That yes/no question carries different weights for each answer, so a 'no' still reaches your CRM but scores lower, prompting you to ask who the actual decision-maker is before booking the discovery meeting.
Can the intake tell me which family members will be part of the planning?
Yes — the multi-select question captures spouse, adult children, minor children, or extended family, so you know upfront whether to prepare a one-on-one meeting or a multi-generational conversation.
Does the intake check whether the prospect already works with another advisor?
Yes, there's a direct yes/no question on whether they work with a financial advisor or estate planning professional, which helps you plan the conversation around coordination rather than starting cold.
How is urgency reflected in a family philanthropy lead's score?
Selecting 'Immediately' on the timeline question is the sole urgency signal in this catalog, so leads with that answer are flagged for faster follow-up than those exploring options or planning within a year.
How is this different from the intake for Donor-Advised Fund Planning or Charitable Giving Strategy?
This intake is built around family participation and multi-generational involvement, whereas the sibling subservices focus on the giving vehicle itself or the overall giving strategy — a prospect asking about DAF mechanics or a broader giving plan is better routed there.
Turn family philanthropy planning visitors into qualified clients
Give every family philanthropy planning visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.