Strategy Workshop Brief
The following questionnaire assist us in scoping a detailed proposal to conduct your strategy session. We will provide you with your proposal 5 working days advising details and fees to complete your Giving Strategy.
Foundation name:
Full Name
*
First Name
Last Name
Phone Number
*
E-mail
example@example.com
How did you hear about us?
*
Please Select
Adviser
Referred by associate
Website
Other (Please specify...)
Other:
Please confirm your annual distribution range
$20,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
>$250,000
Preference for workshop delivery model
Online
Face to Face workshop
If you have a preference for a face to face workshop, please nominate the nearest capital city you would like the workshop to be conducted.
Please Select
Adelaide
Brisbane
Canberra
Darwin
Melbourne
Perth
Sydney
Perth
Submit your preferred date to conduct a strategy workshop
Please advise who will be participating in your strategy workshop?:
Name
Role
1
Trustee
Family Member
Adviser
Granting Partner
2
Trustee
Family Member
Adviser
Granting Partner
3
Trustee
Family Member
Adviser
Granting Partner
4
Trustee
Family Member
Adviser
Granting Partner
5
Trustee
Family Member
Adviser
Granting Partner
6
Trustee
Family Member
Adviser
Granting Partner
If you already have a philanthropic funding strategy, mission or governing principles please provide a copy by uploading file here.
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Please provide additional information you feel is relevant for your workshop:
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