April 14, 2015 Triggering the Charitable Conversation
Posted at 19:58h
in Advisor Newsletter
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.