5 ways to start the generosity conversation with your clients

Your clients depend on you for wise financial planning. But have you asked about their strategy for giving?

Talking about charitable giving is a great opportunity to deepen your client relationships and grow your practice. Explore these five simple ways to get started.

• Start with an easy question, like asking what causes they’re passionate about
• Help clients open a donor-advised fund, like the a Giving Fund at NCF
• Show them wiser ways to give, using appreciated assets instead of cash
• Manage investments through a Separately Managed Account (for funds over $300,000)
• Help them plan ahead for tax events, like gifting appreciated assets before a potential sale

These conversations open the door to something deeper than financial planning.