You are meeting your clients in 30 minutes. You’re reviewing the file, and everything is in order; the estate planning documents are up to date, you have the latest investment results to share, and you are prepared to discuss the upcoming tax season and make recommendations. Pretty typical.
As you review the materials, you see the names of several charities your clients have supported yearly for at least a decade. This is an opportunity to add even more value to your clients, helping them unlock tax savings while fulfilling their charitable wishes.
Here’s a simple guide to help you through a client conversation.
As you work with your clients, we encourage you to listen carefully for questions that signal an interest in philanthropy: “How much should I give to charity this year? Remind me, what’s deductible and what’s not?” Call your clients’ attention to their charitable giving history. They might not even know how much they are giving or how long they’ve been supporting their favorite charities.
Our goal is to be a resource for you so that you will not hesitate to pick up the phone and call us whenever a client mentions anything about philanthropy. Most of the time, we can help you serve the client. If we can’t, we will point you in the right direction.
Thank you for the opportunity to work with you. We stand ready to serve.