Research shows that people like to be asked about their charitable giving. We offer tips for having those conversations, along with the knowledge and experience to craft a customized strategy for your clients. Your clients will value the Foundation’s philanthropic know-how and deep knowledge of our community. Our network of resources and expertise, combined with your own, will help you build strong relationships with your clients.
Below are some questions that may be helpful in identifying clients who might consider making a gift to and establishing a fund with the Foundation:
If the answer to these questions is yes, then partnering with the Foundation will provide you with the tools to help make charitable planning easy for you and your clients.
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