The right giving vehicle,
recommended with confidence.
The Philanthropic Fit Score guides you through twelve weighted questions and returns an explainable recommendation across Direct Giving, a Sub-Fund within a Public Ancillary Fund (PuAF) or Community Charity, a Private Ancillary Fund (PAF), or a Bequest / Testamentary Trust, with a confidence score built on the dimensions that matter most.
An educational resource, not professional advice.
This tool has been developed by Generous You as an educational resource to help professional advisers and their clients better understand the range of structured giving options available in Australia.
The questions and resulting recommendations are intended to support learning, facilitate conversations and identify options that may be appropriate based on the information provided. They are not intended to constitute financial, legal, taxation or other professional advice.
The results generated by this tool are indicative only and are based solely on the answers entered. They do not take into account all relevant circumstances, objectives, financial position, legal considerations or personal needs.
Before establishing or recommending any giving structure, users should undertake appropriate due diligence and seek advice from suitably qualified professional advisers, including financial, legal and taxation specialists where appropriate.
By continuing, you acknowledge that you are using this tool as an educational resource only.
Built around the real conversation advisers have with clients.
Give directly to the organisations or charities of your choice. It is simple, immediate and generally tax deductible in the income year the gift is made, provided the recipient is endorsed as a Deductible Gift Recipient (DGR)
A named Sub-Fund within a Public Ancillary Fund (PuAF) or Community Charity, offering high privacy, low administration, and professional management.
Your own charitable trust with control over investment decisions, grantmaking and family governance.
A bequest to a testamentary trust made via your will or estate plan, preserving capital during your lifetime and creating a lasting legacy.
Not "we're 91% sure". "Here's why."
Confidence isn't a margin between scores. It measures whether the answers on the most influential dimensions, capital, control, simplicity, and privacy, all point the same way. When they do, you can speak with conviction. When they split, you'll see exactly where.
- Philanthropic Capital20%
- Investment Control15%
- Administrative Simplicity15%
- Privacy15%
65% of the model. If three of four align with the winning vehicle, confidence sits near the high seventies; when all four agree, it clears 90.