Field notes

Field note 01

Write 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.

Field note 02

Review recurring gifts without starting over

A calm sequence for checking an ongoing commitment and recording a deliberate decision.

Field note 03

Questions before considering a donor-advised fund

Understand the sponsor’s role, read the actual terms and describe the problem you hope to solve.

Field note 04

Prepare for an estate-giving conversation

Bring a clear purpose and a useful question list to the professionals helping with your plans.

Field note 05

Offer volunteer time with clear boundaries

Define the task, availability and support before turning enthusiasm into an ongoing commitment.

Field note 06

Notebook, binder or digital folder?

Choose a record system by what you need to retrieve, then try it before buying more supplies.

Field note 07

Buy equipment a community club can actually use

A practical guide to requests, specifications, delivery and the work that comes after a purchase.

Field note 08

A giving plan that fits on one page

A purpose, a commitment, a recipient and a review date: keep the first version small enough to use.

Field note 09

A family conversation about generosity

Make room for different priorities without turning a conversation into a pressured promise.

Field note 10

Keep a charity research notebook

Record what you checked, what the source actually says and which questions still need an answer.