To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

It’s another helpful feature of AdvisorToClient—the new section of Advisor.ca designed to facilitate your conversations with clients. Besides email shares, the site is full of Action Steps, Conversation Starters and other tools help invigorate your client relationships.

To use these emails, just copy our template into your email application, choose which stories you’d like to pass along to particular clients, and hit send.

Subject Line: Giving to charity

Dear XXX,

Last time we spoke you mentioned you’d like to give to charity.

It’s excellent that you want to help the community. But there’s more than one way to give to charity, and you also may not realize there are tax benefits to giving, too.

I’d like to set up a meeting to discuss the right course of action for you.

Before we meet, please take a look at a few articles that lay the groundwork for the discussion we’ll be having:

Anonymous giving

Gift insurance to charity

Preserve your legacy

Don’t waste a tax credit

I know this is important to you, so let’s set up a meeting to discuss what to do at your earliest convenience.



Originally published on Advisor.ca

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