Clients who want to become involved in philanthropy may not know where to start. While they may have considered it, your clients might not understand the benefits or the tax rules. Help them understand their options.

You can personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to particular clients. This lets you jump-start the conversation on topics about which they may want your guidance.

Hi XX,

We’ve worked together for a long time, and I can see you’re becoming more interested in philanthropy. Charitable giving is a wonderful option; you can leave a lasting legacy while also receiving tax benefits.

Here are some articles that cover different types of charitable giving. We can discuss your options more during our next meeting.

When to consider charitable giving

Save taxes while saving the environment

Donate art to reap rewards

Give more for less

Donate life insurance, save tax

5 mistakes to avoid when donating art

Please let me know when you’re available for an appointment. I look forward to explaining your various charitable giving options, and hearing what you think of them.



You can print these articles to pass along to clients, or share them using the site’s email button, or ready-to-share posts.

For more tools, visit AdvisorToClient for Action Steps and meeting-ready Checklists.

Originally published on Advisor.ca

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