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 Mike 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
Compare the process, benefits and responsibilities of two popular giving vehicles.Compare the two
Philanthropic Advisors share how 21/64 training helps us assist families with giving.Learn More