Every journey begins by gathering the resources necessary to begin the adventure.

We use a diagnostic tool called the Giver's Interest Assessment™ as the starting point for the Giving Journey. Through a series of multiple-choice questions, we are able to pinpoint charitable giving sectors of preference (i.e., health, education, animals, etc.) Along with the sector identification, the assessment also brings to light the preferred geographic giving area focus (i.e. local, national, or international), as well as the desired level of giving involvement (i.e. Board Member, fundraiser, volunteer).

Once the results are tabulated, we present a consolidated Giver's Profile™. This Profile serves as the foundation for the Giving Plan.