When your clients are making major personal, business and financial decisions, important giving opportunities arise. Many have already thought about leaving a charitable legacy to their community. They may also want to involve their children in philanthropy.
You can further help them by listening for giving opportunities, knowing and explaining options and suggesting solutions.
Selecting the right assets to give, the timing, and ways to give will maximize your client’s impact on the charity (or charities) of his/her choice, while providing maximum financial benefits.
The Main Street Community Foundation offers a variety of giving methods tailored to the unique considerations of your client. Contact Us for guidance or information.