What are your clients interested in?
Take a moment to consider the causes that matter most to your clients. The environment? Animal welfare? Preservation? Education? The Arts? A permanently endowed fund ensures that a client's original gift to support these causes will grow year after year. That means that more charitable dollars can be distributed to what’s important to them, every year and forever.
Your client can become a member of a select group by creating a bequest in his or her will to benefit a favorite charity or cause. They'll be among donors like Ken & Dottie Schaible, who gave back both to the general community and to their favorite institution, the Boys & Girls Club. Or Mary L. Pepe, who honored her loved ones and made a lasting commitment to change in her community with the Pepe Family Fund.
If your clients are unsure of where they'd like to give? Ask us for recommendations. We are intimately familiar with the non-profits working in and around the Valley. Why? Because they apply to us for grants. We know who gets great results, who has good management, who has exciting plans.
For more information, contact Sharon Closius at email@example.com or call (203) 751-9162.