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10 Reasons to Talk to Your Clients about Charitable Giving
| 1. |
It's
good for society, it's good for your clients,
it's good for your business, and it's good for
you.
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| 2. |
You'd
be surprised how many of your clients are searching
for a way to give back to society, to memorialize
a loved one, or simply to do good.
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| 3. |
Discussing
philanthropy with your clients can be done unobtrusively,
in a way that respects their privacy, values,
and autonomy.
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| 4. |
It
expands the menu of services available to your
clients, thereby increasing their level of satisfaction
with you and your services.
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| 5. |
It
adds to your areas of expertise as a professional
advisor.
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| 6. |
It
increases the potential for new referrals and
thus opens the door to many new clients.
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| 7. |
It
marries your chosen profession with your desire
to do something good for the world.
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| 8. |
It
helps address important social needs and helps
make your community a healthier, more vibrant
place to live-a real legacy for future generations.
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| 9. |
It
puts you in touch with a supportive network of
new colleagues who are willing to share their
time and expertise.
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| 10. |
It's
easy to do ... |
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