Professional Advisor Resources

How to Start the Discussion
One of the simplest and most important things you can do to help your clients enjoy the benefits of charitable giving is to ask them the giving question: "Are there any charitable or community needs you would like to consider?"
We share the reasons why asking the giving question of your clients is so important. Why ask. Whom to ask. When to ask.

Ways to Talk About Giving
We have talked about why you should introduce charitable giving into your conversations with clients, but how can you make this conversation a comfortable one?
We share tips on introducing the topic of charitable giving.

Listening for Opportunities
Many clients want their professional advisors to help them plan charitable giving. Your community foundation can work with you to answer these questions and help each client fulfill their charitable goals.

ARTICLE: Paying it Forward, Creating a Legacy
BC Business Magazine, promotional feature, August 2009. We may be living in tough economic times, but there are still those who believe in paying it forward to make a difference in their communities.

ARTICLE: Touchy Topics - Drawing up a Will
CA Magazine, May 2005 by Monica Patten. Drawing up a will is a good opportunity to look at charitable giving. But not all advisers are comfortable bringing up the subject.