Moving Clients to Focused Philanthropic Action

Tracy Gary, interviewed for an article at researchmag.com says "very few advisors in their client intake questionnaire include philanthropy. If there is one, it is typically swept into this broad question: What percentage of your current assets do you wish to leave to the community, friends, family, Uncle Sam? “That’s it? Not: What do you give to? What are your passions and interests? Do you have a special relationship in the non-profit community? What is it you would like to change or preserve in your lifetime for yourself, your family, your community? These are key,” Gary says. “These are the questions that move people along.”