Questions to Help Your Clients Get Started
If you aren't sure what your client thinks about charitable giving, use these questions to start the conversation.
- When you hear the words "leaving a legacy" what does that mean to you?
- Are you interested in learning more about specific needs in your community?
- Would you like to leave meaningful gifts to organizations that have been important to you during your lifetime?
- Do you need to reduce taxes to your state or are you concerned about tax implications of your gifts to your family?
- Have you spoken with your family about your intended charitable contributions?
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