According to the Forum of Regional Associates of Grantmakers (www.givingforum.org), the top 10 reasons why you should discuss philanthropy with your clients are:
1) Its good for society, its good for your clients, its good for your business, and its good for you;
2) Youd be surprised how many of your clients are searching for a way to give back to society, to memorialize a loved one, or simply to do good;
3) Discussing philanthropy with your clients can be done unobtrusively, in a way that respects their privacy, values, and autonomy;
4) It expands the menu of services available to your clients, thereby increasing their level of satisfaction with you and your services;
5) It adds to your areas of expertise as a professional advisor;