Sometimes advisors are reluctant to raise charitable giving as a topic with clients. They may be concerned about appearing to make a value judgment, 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.
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:
The 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.
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