How to Discuss Charitable Giving with Your Clients
A sensitive subject, charitable giving can be a tremendous benefit to your clients' bottom line – and heart.
We have it easy. Nearly everyone who walks through the doors of the San Antonio Area Foundation already has charitable giving on his or her mind.
Your clients, however, may not be considering philanthropy when they come for an appointment with their legal or financial advisor, even if it’s to their advantage. And many professionals have told us they are reluctant to raise the issue.
Seven scenarios when charitable giving may be brought up: