What You Need to Know
- Don't be afraid to start a conversation about philanthropy. It's the first step.
- If the client is receptive to charitable giving, whether now or in the future, ask them what they're passionate about.
- Get them thinking about a desired legacy, and map out the next steps toward getting there.
Estate planning attorneys and wealth advisors can strengthen client relationships by supporting their clients’ charitable goals. But too often they feel ill-equipped to start the conversation.
Here’s the thing: If you never talk to your clients about philanthropy, they will never know it’s something you can help them with! Wondering where to begin? These 13 questions will help you have better and more powerful philanthropic conversations with your clients.