Field note 01Write a letter about your giving values
Explain the reasons behind a choice in your own voice, with clear limits on what the letter is meant to do.
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A little thought. A lasting difference.WHAT WILL
WHAT WILL
YOUR GENEROSITY
MAKE POSSIBLE?
A gift begins with something you care about.
Give that intention a practical next step.
THE GIVING FIELD 01 / PURPOSE BEFORE PAPERWORK
Giving well is a practice.
You can begin where you are.
Three ways to beginA good intention,
A good intention,
made a little clearer.
01
Give with purpose
Start with a cause, check the recipient and decide what fits your life now.
Explore this path ↗02Plan for later
Gather your questions before choosing how a future gift might work.
Explore this path ↗03Keep useful records
Make the practical side easier with reading, checklists and a simple worksheet.
Explore this path ↗
What carries forwardTHE VALUES
THE VALUES
BEHIND A GIFT.
Generosity can mean a regular donation, time at a local club or a conversation about the future. The amount is only one part of the story.
We make space for the other parts: clear questions, careful records and the people who need to understand your wishes.
About The Giving Field →Make a plan that people can understand.
A complicated promise is hard to carry out. A clear purpose, an identifiable recipient and a record someone can find are a more useful beginning.
From the field notesUseful reading.
All the field notes →Useful reading.
Room to think.
Field note 01
Field note 02Review recurring gifts without starting over
A calm sequence for checking an ongoing commitment and recording a deliberate decision.
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Field note 03Questions before considering a donor-advised fund
Understand the sponsor’s role, read the actual terms and describe the problem you hope to solve.
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Field note 04Prepare for an estate-giving conversation
Bring a clear purpose and a useful question list to the professionals helping with your plans.
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Field note 05Offer volunteer time with clear boundaries
Define the task, availability and support before turning enthusiasm into an ongoing commitment.
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Field note 06Notebook, binder or digital folder?
Choose a record system by what you need to retrieve, then try it before buying more supplies.
Read this note ↗Make room for the practical things
A home for your giving records
Look for an undated ledger with room for recipient, purpose, receipt and review notes. An ordinary notebook is enough to begin.
Read the selection notes →A folder that opens flat
Choose replaceable dividers and a plain cover. Keep private records securely; carry copies of questions to appointments.
Read the selection notes →One page is a beginningFROM AN IDEA
FROM AN IDEA
TO A NEXT STEP.
- Name the purposeWhat do you want your gift to help make possible?
- Check the recipientWho receives it, and what have you confirmed?
- Choose a commitmentWhat amount, time or task fits your circumstances?
- Set a review dateWhen will you check whether the plan still fits?