Professional advisors face unique situations and expectations when navigating conversations with clients about their charitable intentions. Occasionally, those situations arise in an obvious or linear way, other times opportunities may arise to begin a charitable conversation when you least expect it.
Community Foundation Sonoma County has developed a list of life situations that may create an opportunity for a conversation about giving back.
Download our Triggering the Charitable Conversation here. For more information about how the Community Foundation can partner with you in these conversations, please call J Mullineaux at (707) 303-9620.