Talking with your Clients / “How can I recommend charity without recommending a charity?”

Business People Discussing PaperMany advisors face a delicate dilemma. They want to discuss charitable giving with their clients, but they need to avoid appearing to encourage their clients to select any specific charity.

The Lakewood Ranch Community Fund of the Manatee Community Foundation is a single, convenient vehicle. You can talk to your clients about giving through the Community Fund because we are a means to their charitable ends… a single, convenient vehicle for meeting a variety of charitable interests.

Good Questions to Ask:

– How much money do you want your heirs to have?

– Do you have dreams of making our world or our community a better place?

– If you could leave more of your wealth to your family and continue to support the charities you care about
most, would you be interested?