Introducing the Topic of Charitable Giving to Your Client
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One of the simplest and most important things you can do to help your clients enjoy the benefits of planned giving is to ask them the giving question - "Are there any charitable or community needs you would like to consider?"
The document Asking the Giving Question has been prepared by the Community Foundations of Canada to provide assistance in introducing the topic of charitable giving with clients.
- Research on charitable giving in Canada.
- Why raise charitable giving at all?
- Who is in need of your help?
- When should you raise the subject of charitable giving?
- How can you introduce the subject?
- Ways to talk about philanthropy with your clients.
People make different choices depending on their stage of life. Identify your client's unique situation and the various ways they can best embark in philanthropy. Learn more ...
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Updated September 2009
www.lethbridgecommunityfoundation.ca
403.328.5297 office@lethbridgecommunityfoundation.ca 404 8th St South
