When finding out how clients want their wealth handled over the long term, always bring up charitable giving.
By doing so, you’ll be offering more comprehensive planning and tax services.
And make sure to ask all clients, says Financial-Planning.com, since a broad range of people like to donate their funds. To kickstart the conversation, the outlet suggests asking questions like the following:
- Are you currently involved with any non-profit organizations?
- How do you decide which non-profits to support?
- What types of assets have you used when you have donated in the past? Cash, checks, appreciated stock, other non-cash assets?
- Are there any donations that you have regretted?
Read on to check out the remaining 6 questions.
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