Top 10 Reasons To Discuss Philanthropy

  1. It’s good for society, your community, your clients, your business, and you!
  2. Many of your clients want to give back to their community, to memorialize a loved one, or simply to “do good”.  They will be grateful to you for asking the “giving question,” and helping them satisfy that philanthropic desire.
  3. Your clients want to discuss philanthropy in a way that respects their privacy, values, and autonomy. You are positioned to initiate and engage your client in these conversations.
  4. You’ll experience deeper, richer client relationships.
  5. Your areas of expertise as a professional advisor are personally broadened.
  6. The potential for new referrals is enhanced, opening the door to many new clients.
  7. You connect your chosen profession with a personal desire to do something good for your community.
  8. This is an opportunity serve your clients, and help your community thrive.
  9. You become part of a supportive network of like-minded colleagues who are willing to share their time and expertise.
  10.  With practice, confidence and experience, you will find it easy to do!

Adapted based on material from the report Doing Well by Doing Good, published by The Philanthropic Initiative (TPI), June 2000.