This short video demonstrates the four easy steps to help you introduce charitable giving and help your clients make an impact in their communities.
This toolkit, developed by Community Foundations of Canada, provides a full range of information and tools to help you in your work with clients, and to learn more about community foundations.
Advisors
Introducing Giving
"Are there charitable or community needs you would like to consider?"
In Hamilton, 88% of citizens give to charities — 10 points higher than the national average. Chances are many of your clients are already making annual gifts to support their favourite charitable organizations and might well be interested in exploring the benefits, both personal and financial, of a planned gift — if asked or prompted.
As a professional advisor, you are in a unique position not only to serve the charitable objectives of your clients but also to significantly affect the quality of life in our community. Funds established today at Hamilton Community Foundation will provide a critical stream of income in future decades to meet the changing needs of our community.
Your greatest opportunities to help your clients maximize the personal benefits of giving occur when they are making major business, personal and financial decisions, such as:
- estate planning;
- writing or revising a will;
- sale of a business or other major asset;
- retirement planning; and
- at times of a financial windfall, such as an inheritance, a merger or acquisition.
In many of these situations, an opportunity exists to provide special service to your client through a discussion of planned giving. You need not be an expert on charitable gift planning to make these opportunities available. One of the simplest and most important things you can do to help your clients enjoy the benefits of giving is to ask them the giving question
"Are there charitable or community needs you would like to consider?"
Ideas and guidance on how to introduce the subject of charitable giving
Asking the giving question