Your Charitable Conversations
A Good Time to Talk
- Writing or revising a will
- Contemplating the sale of a business or other major asset
- Planning for retirement
- Having received a financial windfall
Ask Your Clients
- How much do you want your heirs to have?
- Do you have dreams of making our community a better place to live?
- If you could leave more of your wealth to family and continue to support the charities you care about most, would you be interested?