Benefits to Clients

Philanthropy is a very personal decision. A professional advisor 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. 

Top 10 Reasons Why Advisors Should Discuss Charitable Giving With Their Clients:

  1. It’s good for society, it’s good for your clients, it’s good for your business, and it’s good for you.
  2. You’d 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 area of expertise as a professional adviser.
  6. It increases the potential for new referrals and thus opens the door to many new clients.
  7. It blends your chosen profession with your desire to do something good for the world.
  8. It helps address important social needs and helps make your community a healthier, more vibrant place to live – a real legacy for future generations.
  9. It puts you in touch with a supportive network of new colleagues who are willing to share their time and expertise.
  10. It is easy to do.

Here are some other useful tools: