Why ask clients to be generous?
As a trusted attorney, accountant or financial advisor, you hold the future of charitable giving in your hands.
Perhaps you are working with a client who is selling a business or appreciated stock, has received an inheritance or just won the lottery. Making a charitable gift – either now or in the future – could help both your client's finances and the community. Do you ask if they want to be charitable or do you wait for them to raise the issue?