Introducing Philanthropy to Your Client

Some advisors are reluctant to begin a charitable giving conversation with their client, and may be concerned about appearing to make a values judgment, especially if the client has not expressed charitable intentions. However, by not broaching the subject of charitable giving, a significant opportunity may be lost for your client and the community. In fact, many individuals expect their professional advisors to bring up the subject if appropriate...and assume charitable giving is not an option, or something they can advise on, if the subject is not raised. The Community Foundation for Ireland can also provide further advice and information to you in this area.

Philanthropy is a very personal decision, but as a trusted advisor, you can open clients eyes to a variety of charitable options. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. Our staff can work with you and your client to recommend the best charitable solution.