Even if they see a clear value in raising philanthropy with their clients – perhaps after reading through the myths in ‘Why talk to clients about philanthropy?’ – many advisors may still not be sure of the best way to raise the subject. In this section, we suggest a range of questions you can ask to help get the ball rolling. We have based these around typical questions from advisors below.
"Not all of a client’s charitable planning needs can always be met by any single advisor, but that advisor who can ask the philanthropic question, marry the technical to the 'soft side', give the best informed counsel, and, when necessary, provide the best referrals, will come closest to meeting such needs."
- The Philanthropic Initiative, Boston USA
