A Guide to Personalizing Philanthropy
Many people come to a point in their lives where they want to give back.
They do so for a number of reasons, many very personal to them. What motivates your client? Perhaps they feel strongly about a cause. Perhaps an organization has touched their life or the lives of loved ones. Maybe they want to create a legacy and set an example that inspires others to give. Or giving is a way to get their family together and pass along their values to younger generations.
For as many motivations as there are to give, there are ways of giving. The key to having a rewarding giving experience is finding the best fit—for your client's charitable priorities, financial goals and personal preferences. This checklist is designed to help you and your client determine the custom giving solution that’s right for them.