与客户谈论捐赠
您的许多客户可能不知道如何实现他们的慈善目标,也不知道通过有效的慈善规划可以实现哪些目标。 有些客户甚至不知道要提出有关慈善意向的想法,除非他们的顾问提出这个话题。 与客户讨论慈善事业对您的业务、客户和社区都有好处。
与客户展开慈善对话
要帮助客户获得捐赠收益,最重要的一步就是将慈善问题–“您目前支持或希望支持哪些慈善或社区利益?- 纳入你与客户的定期互动中。 您也可以问自己以下八个问题,以确定您的客户是否有兴趣将慈善捐赠纳入其遗产规划:
- 我的客户是否非常关心并参与当地社区活动?
- 他们是否向不止一个慈善机构捐款?
- 他们是否有兴趣在社区创造个人或家族遗产?
- 他们是否在考虑建立一个私人基金会,但又担心成本、隐私和行政管理的复杂性会影响他们的慈善事业?
- 他们是否愿意亲自参与他们用于慈善目的的资金的使用?
- 他们是否希望根据联邦法律为自己的慈善捐款获得最大的税收优惠?
- 他们是否优先考虑对捐款进行合理的财务管理?
- 他们是否担心目前所支持的非营利组织的未来变化–希望确保即使这些组织不复存在或改变了使命,他们可能捐出的礼物仍有意义?
如果这些问题的答案是肯定的,那么与我们合作将为您提供各种工具,帮助您和您的客户轻松进行慈善规划。
当地顾问的建议
提出关于慈善捐赠的 "问题":Marie Norkett, CFP®
听听 SageView Advisory Group 财富顾问 Marie Norkett 的介绍,看看她是如何 "求婚 "的。
‘POPPING THE QUESTION’ ABOUT CHARITABLE GIVING: William Davies
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Professional Advisors: Connectors of Charitable Giving by Pragya Murphy
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‘Popping The Question’ About Charitable Giving: Madelyn H. Hornstein
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‘Popping The Question’ About Charitable Giving: J. Daniel Pluff
Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”
‘Popping The Question’ About Charitable Giving: Martin A. Schwab, Esq.
Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he ...
Video Playback: Lunch & Learn | May 2021
In this session, we featured advisors who spoke about philanthropy and the role that professional ...
'Popping The Question' About Charitable Giving: Grace Ghezzi
Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...
'Popping The Question' About Charitable Giving: Anne Ruffer
Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...
提出关于慈善捐赠的 "问题":Marie Norkett, CFP®
听听 SageView Advisory Group 财富顾问 Marie Norkett 的介绍,看看她是如何 "求婚 "的。
‘POPPING THE QUESTION’ ABOUT CHARITABLE GIVING: William Davies
Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the ...
Professional Advisors: Connectors of Charitable Giving by Pragya Murphy
At the Community Foundation, we work with donors to help them support the causes and ...
‘Popping The Question’ About Charitable Giving: Madelyn H. Hornstein
Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she ...
‘Popping The Question’ About Charitable Giving: J. Daniel Pluff
Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”
‘Popping The Question’ About Charitable Giving: Martin A. Schwab, Esq.
Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he ...
Video Playback: Lunch & Learn | May 2021
In this session, we featured advisors who spoke about philanthropy and the role that professional ...
'Popping The Question' About Charitable Giving: Grace Ghezzi
Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...
'Popping The Question' About Charitable Giving: Anne Ruffer
Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...