As an attorney, accountant or financial advisor, you will be instrumental in helping your clients determine the role that community philanthropy will play in their lives. You can help your clients to plan a strategy that is most appropriate within the scope of their personal values and philanthropic goals.

A good first step is to consider asking your clients the following types of questions:

• What organizations and charitable causes have you supported in the past?
• What motivated your giving behavior?
• What are your priorities?
• What type of legacy would you want to leave to your community through your giving?
• What do you want that legacy to say about you?
• How would you like to see your assets put to work in the community
• What impact would you like to realize through your giving
• What level of participation do you want to have after your initial gift?
• How important is it for you to include other family members in your charitable giving?

If necessary, The Community Foundation can help you create a safe environment for your clients to engage in discussions about their values and philanthropic interests. You can then turn your attention to the mechanics of efficiently fulfilling those goals. Click here to learn why the Community Foundation of South Lake County should be the partner of choice for you and your clients.

Please feel free to download the PDF files below for distribution to your clients during your initial charitable giving discussions.

• Multiple Benefits of Chariable Giving
• Flexible Charitable Vehicles
• Comparing Four Approaches to Giving