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Talking Philanthropy with Your Clients

Is giving through a Community Foundation right for your clients?

Discussing philanthropy is a value adding element in an advisor’s portfolio and a service welcomed by clients who expect an integrated approach to their wealth management. Having philanthropic conversations shows the client that you care about the relationship in the long term.

Research has shown that clients are not only open to discussing philanthropy with their advisors, they express a desire to have philanthropic conversations early in the client/advisor relationship. 

  • Is giving through a community foundation right for your clients?
  • Do you have clients who care deeply about their community?
  • Do they give to more than one philanthropic cause?
  • Are they interested in creating a personal or family legacy?
  • Are they considering establishing a private foundation?  
  • Are they considering developing a corporate giving program? 
  • Would they like to stay personally involved in the use of their gift dollars?
  • Do they want to give effectively and receive maximum tax benefits for their contributions under federal law?
  • Do they place a priority on sound financial management of their contributions?

If you answered yes to any of these questions, your clients would benefit from knowing more about CFAAC. See below for how we can help. 

Helping Your Clients Achieve Their Charitable Goals

Philanthropy is a very personal decision. A professional advisor plays a critical role in helping clients realize their philanthropic objectives by listening for giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions.

There are multiple ways we can partner with you and your clients:

For more information contact our Development Department at 410.280.1102 x 102 or via email at