How to Discuss Charitable Giving with Your Clients
For most of your clients, philanthropy is an important part of their lives—they may give to their alma mater, faith community and to local, national and even international charities. Many may also value volunteering in our community in hands-on roles or as board members.
But when they meet with you, they are primarily focused on gaining your expertise to protect and extend their assets and you are focused on providing that. What if you could help your clients set philanthropic goals while still protecting their assets?
How do you invite a conversation about their philanthropic dreams with your clients? Here are seven scenarios when charitable giving can play a key role: