Why should you talk to your clients about charitable giving?
Sometimes advisors are reluctant to raise charitable giving as a topic with clients. They may be concerned about appearing to make a value judgement, especially if a client has not expressed charitable intentions.
However, by not broaching the subject of charitable giving, a significant opportunity may be lost for your client and the community. In fact, many individuals expect their professional advisors to bring up the subject if appropriate...and assume charitable giving is not an option if the subject is NOT raised.
Philanthropy is a very personal decision. As a professional advisor, you can help clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. Our staff can work with you and your client to recommend the best charitable solution.
Typical scenarios include:
* Year-end tax planning
* Preserving an estate
* Retiring in comfort
* Establishing a private foundation
* Closely held stocks
* Sale or disposition of highly appreciated stock
* Sale of a business
* Strategic giving
* Substantial IRA/401(k) assets
Your Community Foundation can help you help your clients achieve their charitable giving goals. We welcome the opportunity to work with you.
We work with advisors to enhance the services clients seek from you and your firm...always respecting and working within the relationships you have developed and maintain with your clients.
We're a trusted resource.
Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.
We have developed unique resources for you to use in helping donors craft their charitable giving plans. |
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Our Foundation is here to help you with the donation process. If you have questions about our advisor resources that have not been answered in this section, please click here to Contact Us for more information. |
