How to Identify a Charitable Client
As a professional advisor, you meet with current and prospective clients daily. During your discussions, here are 12 situations to listen for in which creating a charitable fund through Stark Community Foundation would be a meaningful option to consider.
- Your client gives to more than one charity.
- Your client is interested in creating a private foundation.
- Your client is receiving a bonus at work.
- Your client is passionate about a particular community need or nonprofit.
- Your client wants to sell some closely-held stocks and highly-appreciated securities.
- Your client is worried about the capital gains tax.
- Your client is looking to create an estate plan and has no heirs.
- Your client has included one or more charities in their will.
- Your client is 70 ½ and has an IRA.
- Your client is transferring or selling their family business.
- Your client wants to leave a legacy in the community.
- Your client wants to involve their children and grandchildren in philanthropy.
