Starting a Planned Giving Discussion

Questions to help start a philanthropic discussion:

  • What goals would you like to achieve?
  • Have you considered leaving a gift to a charity?
  • Beyond your family, what do you value?
  • What kind of legacy do you want to leave?
  • What has been the most rewarding charitable gift you have given?
  • What role do you want philanthropy to play in your family?
  • Are you making any charitable gifts now that you would like to continue after you pass away?