DOWNLOAD your FREE 56 question Legacy Questionnaire from EzCharitable
When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy, or you are missing a great opportunity to provide them with superior service. They are:
Knowing the above, you can design their plan to incorporate the information to make your presentation and recommendations live for the donor. It will meet their philanthropic goals.
Why have I selected these four things that matter? If you get the answers on the WHY, the WHO, and the WHEN, you have everything you need to design the HOW and provide the best philanthropic service to your client (other than a balance sheet and other data of course). And the satisfaction of assisting in the creation of a gift to charity.
You’ll expand your income, practice, and reputation in your community.
To get the answers to the WHY, WHO, and WHEN, we've provided you with a list of 56 different questions you can selectively ask your clients to find the answers to their philanthropic and family goals. Now you can get the conversation moving more easily. It's a whole lot more effective than "You don't want to give to charity, do you?" I've heard that many times over the years.
Download Questionnaire directly below.
DOWNLOAD your FREE 56 question Legacy Questionnaire from EzCharitable
When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy, or you are missing a great opportunity to provide them with superior service.