Talking with Your Clients about Philanthropy

According to recent studies, 91% of high net worth individuals donate to charitable organizations. By engaging in conversations about philanthropy with your client, you have an opportunity to deepen your relationship and provide comprehensive, unbiased information so they may make good long-term decisions. The Community Foundation of Greater Greensboro is here to provide philanthropic resources you need.

When Should Advisors Have a Conversation about Charitable Giving?

• Writing or revising a will or trust
• Planning for year-end tax strategies
• Preparing for the sale of a business or major asset
• Planning for retirement
• Receiving an inheritance
• During annual financial reviews

The Community Foundation of Greater Greensboro makes it easy and meaningful to give back to Greensboro. Just ask the hundreds of individuals, families, businesses, and nonprofit organizations that have partnered with us. Your clients can join in making an immediate and lasting impact by establishing their own fund or giving to one of our existing funds.