It all starts with a simple question.

"Are there charitable or community needs you would like to consider?"

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It is likely that many of your clients are already making annual gifts to support their favorite charitable organizations and may be interested in exploring the benefits, both personal and financial, of a planned gift — if asked or prompted.

As a professional advisor, you are in a unique position not only to serve the charitable objectives of your clients but also to significantly affect the quality of life in our community. Funds established today with the Frankenmuth Community Foundation will provide a basis for income in the future to meet the needs of our community.

Your greatest opportunities to help your clients maximize the personal benefits of giving occur when they are making major business, personal and financial decisions, such as:

  • Estate planning
  • Writing or revising a will
  • Sale of a business or other major asset
  • Retirement planning
  • At times of a financial windfall, such as an inheritance, a merger or acquisition

In many of these situations, an opportunity exists to provide special service to your client through a discussion of planned giving. You do not need to be an expert on charitable gift planning to make these opportunities available. One of the simplest and most important things you can do to help your clients enjoy the benefits of giving is to simply open a dialogue with that one simple question.

Making a positive impact in the Frankenmuth area!

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