How to Discuss Charitable Giving With Your Clients
A sensitive subject, charitable giving is still usually a major benefit to your clients' bottom line – and heart.
We have it easy. Nearly everyone who walks through the doors of Akron Community 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 you, even if it’s to their advantage. And many professional advisors have told us they're reluctant to raise the issue.
Seven cases when charitable giving is worth bringing up with your clients: