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Asking the right questions

can make all the difference

Chances are you have clients interested in exploring charitable giving, but a low percentage of professional advisors ask their clients about it. See how Michael Sampson, a professional advisor from Maslon LLP, partnered with us to achieve his clients’ giving goals and deepen his own relationships.

Ready to Talk?

Your clients have giving questions. We have answers.

Now more than ever, people are looking to make an impact in their communities. Knowing how to talk to your clients about philanthropy, building strong relationships with their families, and providing up-to-date knowledge on all the ways to give are how you can stand out from the rest. Sign up for a 25-minute consultation with one of our gift planners.

Tips, Advice and News for Professional Advisors

Read How a Rural Attorney Built Her Practice

How a Rural Attorney Built Her Practice

Attorney Abby Leach shares her views on the importance of community foundations and charitable giving in a rural community.

Read the Q&A
Read Top Three Ways to Use Retirement Assets to Support Charity

Retirement Assets

Gift planner Elizabeth McCray breaks down the three most common ways donors are giving retirement assets to the causes they care about.

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Read Q&A With Clayton Chan

Q&A With Clayton Chan

The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.

Read his interview
Read How the SECURE and CARES Acts Affect Charitable Gift Planning

How the SECURE and CARES Acts Affect Charitable Gift Planning

You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.

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Read Five Tips to Prepare Your Clients for Year-End Giving

Five Tips to Prepare Your Clients for End-of-year Giving

We’re here to help you and your client meet your year-end goals.

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Read Four Tips to Engage Your Clients in Family Giving

Four Tips to Engage Your Clients in Family Giving

Talking to clients about multigenerational giving can increase satisfaction and build your practice.

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Read Using Stock to Support Your Favorite Charities

Using Stock to Support Your Favorite Charities

Did you know that you can donate stock as a way to grow your fund and support your favorite nonprofit organizations?

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Read Summer Reads and Listens for Professional Advisors

Summer Reads and Listens for Professional Advisors

Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.

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