Seven Conversation Starters
Conversations about giving do not need to begin with philanthropy, tax planning or charitable structures. More often, they begin with curiosity about what matters most to a client, the impact they hope to have and the values they want to pass on to future generations.
These seven conversation starters are designed to help advisers introduce these discussions naturally and confidently within financial planning, accounting and legal conversations, creating opportunities for deeper relationships and more meaningful client outcomes.