Donor’s Values and Goals
Often clients may want and expect their professional advisers to help them plan their charitable gifts. As an attorney, accountant or financial advisor, you are instrumental in helping your clients determine the role that philanthropy will play in their community and in their lives. To be effective you can encourage your clients to think in terms of their personal values and philanthropic goals.
How do you start a discussion to help clients sort through their goals?
- What organizations and causes have you supported in the past?
- What are your personal motivations for giving?
- What is most important to you — your priorities?
- What legacy would you want to leave to your community through your giving?
- How would you like to see your assets put to work in the community?
- What change would you like to achieve through your giving?
- How much and what kind of involvement do you want to have after you make the gift?
- How much do you want to involve others such as children, spouse, other family members, or a partner?
Tools and Resources
The Community Foundation is happy to meet with your clients, discuss and sort through their values and philanthropic interests, and discuss various options that best fit their goals.
Learn more about our consulting and advisory services.
After we help your client identify their philanthropic goals and even dreams, you can then turn your attention to the mechanics of how to fulfill those dreams in the most effective means possible.