Excellent article asking professional advisers to also remember the non-financial benefits to charitable gift planning. Click here for the article.
I really like these questions for planners:
Top 10 Key Charitable Client Questions for Professional Advisors
- Are you a family that cares about others beyond the family?
- Do you care about passing on to your children and grandchildren a legacy of philanthropy and volunteerism?
- What is the best gift you ever made? Why?
- What is the worst gift you ever made? Why?
- Have you ever thought about what kind of personal legacy you want to leave?
- Are their things that you are passionate about today - your “annuals” - that you hope will continue forever - your “perennials”?
- If we can first make sure that you will meet your personal and family financial and lifestyle goals, and to the extent there are additional financial surpluses, what do you want to do with those assets?
- Have you volunteered during your life, and if so, what did you most enjoy?
- Looking forward, are there things in society you would like to see change? Do you have a plan on how you will do that?
- Are you aware of all the volunteering and nonprofit career resources currently available and how we could use them to match your passions and skills with organizational needs?
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