Why Talk To Your Clients About Giving?
We understand some advisors may be reluctant to begin a charitable giving conversation with their client. By not broaching the subject of charitable giving, however, a significant opportunity may be lost for your client and the community. Philanthropy is a very personal decision, but you can help your clients by listening for charitable giving opportunities, explaining options and suggesting solutions.
Significant giving opportunities often arise when clients are making major business, personal and financial decisions. Our staff can work with you and your client to recommend the best charitable solution. We can also help provide solutions to the following:
- Year-End Tax Planning
- Preserving An Estate
- Alternative To A Private Foundation
- Strategic Giving
- Closely Held Stock
- Highly Appreciated Stock
- IRA/401k Assets