As a professional advisor, your clients expect you to provide sound counsel about the management and investment of their assets, their tax situation or their estate plan. Clients depend on your advice with their philanthropy as well. Philanthropy is a very personal decision. You can help your clients realize their charitable objectives by listening for giving opportunities, explaining options and suggesting solutions.
Raising the charitable giving question often is difficult, but it is an important part of providing complete financial planning and professional advice to your clients. Charitable questions can assist you in comfortably and effectively raising the subject of charitable giving.
Let us make your job easier!
We encourage you to contact us by phone at 330-744-0320 to discuss your client's particular situation. We can customize materials and fund agreements for presentation to your client, and can meet with your client separately or at your office.
If you are a financial advisor and would like to create a legacy benefiting your client, and the community; please contact us by filling out the form, or calling
Jan Strasfeld, Exec. Director