Talking About Charitable Giving: How to Start the Discussion

One of the simplest and most important things you can do to help your clients enjoy the benefits of charitable giving is to ask them the giving question: "Are there any charitable or community needs you would like to consider?"

In this section we share the reasons why asking the giving question of your clients is so important. Why ask. Whom to ask. When to ask.

Download our 2-page PDF on asking the giving question.

Download our 2-page PDF on listening for charitable opportunities.

Something to consider

You'd be surprised how many of your clients are searching for a way to give back to society.