Your Charitable Conversations

A Good Time to Talk

  • Writing or revising a will
  • Contemplating the sale of a business or other major asset
  • Planning for retirement
  • Having received a financial windfall

Ask Your Clients

  • How much do you want your heirs to have?
  • Do you have dreams of making our community a better place to live?
  • If you could leave more of your wealth to family and continue to support the charities you care about most, would you be interested?
Charitable Conversation Scenarios