The world is clearly a different place today. To say the pandemic has changed us all is the ultimate understatement. Still, some things have remained constant–the bonds of friendship and family, the importance of community, and the critical role philanthropy plays in challenging times.

Since the early days of COVID-19, people have opened their hearts and wallets to help those in need. One study of high-net-worth investors showed that the pandemic prompted them to change their giving strategy, with many giving more. In addition, donors cited a personal interest in or connection to a charity or cause as a prime motivation for their giving.

This tracks with what I’ve seen firsthand. For many, giving has never been more important.

In my work with clients, I hear time and again about the need for positive change. It’s not enough just to give, they tell me. The giving has to be meaningful, purposeful. I agree. And one of the best ways to do that is through a strategic charitable giving plan. It’s basically a blueprint for giving that tracks with your values and vision.

In the study, over half of the people surveyed said they have a charitable giving strategy, with nearly all agreeing it is part of their overall wealth plan. It’s smart to do, for sure. But it’s also much more.

I’ve found—and the survey did too—that one of the biggest reasons for charitable giving is pretty simple: People truly want to share their wealth to help others. Giving just feels good. So why miss out on that?

When I partner with clients, we spend a lot of time talking. It’s through conversation—sometimes directed, sometimes not—that we both learn what matters most. Some donors, for instance, are finding that contributing directly to causes through online platforms speaks to them in a way that traditional philanthropy doesn’t.

Yes, the giving landscape is definitely changing. So whether you’re just starting out or already have a plan in place, it’s especially important to know and understand your options.

Below are some questions to think about as you develop your giving plan. Take your time. There are no preferred responses.

This questionnaire is designed to help you. How you use it is up to you. You can submit your answers now for a consultation. Or you can read through the questions and responses, decide what resonates, and jot down notes for a future conversation.

If now is the right time, just click on the circles that correspond to your responses, enter your name and email, and click on the black bar to submit. Our team will reach out to you.

And remember, these questions are just a beginning. Let me know what else is important to you. After all, we’re starting a conversation here. I look forward to sharing more on these ideas with you in the future.

Let’s consider…