Talking to Your Clients About Giving

Most of your clients may not know how to achieve their charitable goals or what they can accomplish through effective charitable planning. Some may not even know to raise the issue unless their advisor first presents the topic for conversation. Discussing philanthropy with your clients can be good for your business and good for your clients.

 

How Do You Start the Charitable Conversation with Your Clients?

The single most important step you can take to help your clients obtain the benefits of planned giving is to integrate the “charitable question” – “Are there any charitable interests or community interests you would like to address?” – into your regular interactions with clients.

You may also ask yourself these eight questions to determine if your clients may be interested in integrating charitable giving into their estate planning:

• Do I have clients who care deeply about their local community?
• Do they give to more than one charitable cause?
• Are they interested in creating a personal or family legacy in their community?
• Are they considering the creation of a private foundation, but concerned about costs and administrative overhead affecting their philanthropy?
• Would they like to stay personally involved in the use of their gift dollars?
• Do they want to receive maximum tax benefit for their charitable contributions under federal law?
• Do they place a priority on sound financial management of their contributions?
• Are they concerned about future changes in nonprofits they are currently supporting - wanting to assure that gifts that they might make remain relevant even if these nonprofits cease to exist or change their missions?

If the answer to these questions is yes, then working with the Central New York Community Foundation will provide you with the tools to help make charitable planning easy for you and your clients.

We’re asking some of Central New York’s most experienced professional advisors how they “pop the question” about charitable giving to their clients. Read Popping the Question here.

 

Learn More:

Talking to Your Clients About Giving
How We Can Help
Types of Funds
Why Partner With Us
Types of Assets
Legacy Planning
Administrative Fees
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