"Fulfilling

Philanthropy:

Matching

Your Gifts

with

Your Goals."

For Financial and Legal Advisors

How Can You Help Your Clients
Get More From Their Gifts?

As an attorney, accountant, broker, financial planner, insurance agent, or private banker, your job is to help your clients make fiscally prudent decisions, including those about philanthropy. Many advisors report that they are not comfortable asking clients about their giving, unless the client brings it up first. We can help you to be more at ease with this sensitive topic.

Thoughtful giving can be a profoundly creative and satisfying experience for you and your clients – and much more than just a good tax strategy. We seek to enhance the guidance you provide, and strengthen your connection with your clients, by helping them:

• identify the reasons they wish to give and their goals for giving
• find charities that match those goals, and where appropriate,
• work with you to select the best vehicles and timetable for giving.

Matching Gifts With Goals:
How We Can Serve Your Clients

For gifts to mean more than just tax savings, they must align with the client’s personal, emotional, and spiritual goals. Fulfilling these goals requires forethought, discussion, research, review, and follow-up.

The first step is an initial consultation at the client’s home or office, at your office; if you are in the Boston area; or by telephone. This meeting, which normally takes about two hours, will help the client identify giving goals. We also will discuss how we can the client begin to develop a Charitable Giving Plan. (During this meeting, the client will not be asked to discuss income, assets, nor the specific amounts to be given). Based upon the client’s specific requirements, as well as the organizations he/she currently supports, we will work to create the outline for a Charitable Giving Plan.

For many, this initial process will be sufficient to jumpstart the giving program, and will give the client a platform from which to work with you.We also are available to meet or talk with you to help determine the vehicles for giving that best meet your client’s needs, and to offer presentations for you and your firm on creating a Charitable Giving Plan.

We are happy to meet with you or speak with you at your convenience to discuss how we may be of service to you and your clients.

A business owner in a resort town wanted to give something back to the community that has supported his success throughout the years. Interested in providing scholarship funds for local students intending to enter his field, he didn’t know how to do so. We offered him several ideas that he chose to implement on his own.