WellFunded AI Philanthropic Advisor Survey

Section 1: Qualification

DAF administrator (community foundation, commercial DAF provider)

Philanthropic advisor / consultant (CAGP member, independent)

Major donor / Foundation board member (managing $500K+ annually)

Can't confidently recommend which charities are effective

Don't know how to help clients discover what causes matter to them

Clients don't know what their peers are doing

Hard to move clients from sporadic to strategic giving

Keeping up with what clients are actually doing/supporting

Not challenging - these conversations go well

Excellent - clients consistently find them valuable

Finding NEW charities that match their values

Validating charities they're already considering

Finding specific projects their current charities need funding for

Re-evaluating their entire giving portfolio

Ask about their personal values and legacy goals

Review their past giving history and patterns

Discuss family dynamics and generational priorities

Use formal assessment tools or frameworks

Ask about causes that have personally affected them

I don't typically do values discovery - clients know what they want

Rarely - most clients don't think this way

I proactively raise the topic with clients

It comes up naturally during other planning (tax/estate)

It happens reactively (when reviewing statements or in regular check-ins)

Somewhat important - I'd like to know but it's their choice

Not very important - they can decide independently