Talking About Charitable Giving: Ways to Talk About Giving

We have talked about why you should introduce charitable giving into your conversations with clients, but how can you make this conversation a comfortable one?

In this section we share tips on introducing the topic of charitable giving. Download our 2-page PDF for comfortable conversations starters on charitable giving.

Food for thought for clients with children

"Parents should leave children enough money so they would feel they could do anything but not so much that they could do nothing." Warren Buffett