How to talk about charitable giving with your clients
As your relationships with your clients grow, you will gain insight into aspects of their personal lives that will form the foundation of the strategy you create together. Maybe someone just sold a business, became a grandparent for the first time, or has unexpectedly inherited a large sum of money.
Our Discussion Guides can help you identify circumstances in each client's personal situation that might trigger a conversation about giving.
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- Life Stages / Personal Situations (PDF)
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- Appreciated Stock & High Income (PDF)
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