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

博客 August 8, 2022

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。

Bill Davies
博客 May 18, 2022

‘POPPING THE QUESTION’ ABOUT CHARITABLE GIVING: William Davies

Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the ...

Headshot of Pragya Murphy
博客 February 14, 2022

Professional Advisors: Connectors of Charitable Giving by Pragya Murphy

At the Community Foundation, we work with donors to help them support the causes and ...

博客 November 18, 2021

‘Popping The Question’ About Charitable Giving: Madelyn H. Hornstein

Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she ...

Dan Pluff Headshot
博客 August 5, 2021

‘Popping The Question’ About Charitable Giving: J. Daniel Pluff

Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”

博客 May 14, 2021

‘Popping The Question’ About Charitable Giving: Martin A. Schwab, Esq.

Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he ...

故事 May 12, 2021

Video Playback: Lunch & Learn | May 2021

In this session, we featured advisors who spoke about philanthropy and the role that professional ...

Grace Ghezzi Headshot
故事 February 17, 2021

'Popping The Question' About Charitable Giving: Grace Ghezzi

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...

Anne Ruffer's headshot
博客 November 18, 2020

'Popping The Question' About Charitable Giving: Anne Ruffer

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...

博客 August 8, 2022

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。

Bill Davies
博客 May 18, 2022

‘POPPING THE QUESTION’ ABOUT CHARITABLE GIVING: William Davies

Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the ...

Headshot of Pragya Murphy
博客 February 14, 2022

Professional Advisors: Connectors of Charitable Giving by Pragya Murphy

At the Community Foundation, we work with donors to help them support the causes and ...

博客 November 18, 2021

‘Popping The Question’ About Charitable Giving: Madelyn H. Hornstein

Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she ...

Dan Pluff Headshot
博客 August 5, 2021

‘Popping The Question’ About Charitable Giving: J. Daniel Pluff

Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”

博客 May 14, 2021

‘Popping The Question’ About Charitable Giving: Martin A. Schwab, Esq.

Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he ...

故事 May 12, 2021

Video Playback: Lunch & Learn | May 2021

In this session, we featured advisors who spoke about philanthropy and the role that professional ...

Grace Ghezzi Headshot
故事 February 17, 2021

'Popping The Question' About Charitable Giving: Grace Ghezzi

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...

Anne Ruffer's headshot
博客 November 18, 2020

'Popping The Question' About Charitable Giving: Anne Ruffer

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...

查看更多