How much do I want to give?

This tool will help you to work through your personal financial situation with a view to identifying your approximate giving capacity. Having clarity about the current and planned scale of your giving and setting intentions around this can help with planning and strategy, and is a great first step.

We recognise that personal information about your financial situation can be private or sensitive. This exercise can be completed by downloading the template and filling it out on your own device, so it’s for your eyes only.

Plan your finances to better enable your giving

It can be useful as a first step to consider your giving as an important part of your financial planning or wealth management overall. Professional Advisers can assist you to decide how much to give, and and how you want to give it. Having a conversation with your Professional Advisor about your values and giving interests can also inform how you invest the rest of your money to align with your giving goals.

Learn more about private financial planning and wealth management from Perpetual, JB Were, Equity Trustees, Koda Capital and others, or learn more through the Private Wealth Network.