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The Signatry BlogConversations from our thought leaders
Starting the Generosity Conversation
It is no secret that charitable giving benefits your client and your community. Now more than ever, clients are open to discussing philanthropy and rely on the expert advice of their advisor. Engaging in conversation and sharing your knowledge of philanthropy furthers relationships and adds value to your practice. This is an excellent opportunity to discuss tax solutions that can also accomplish meaningful work. According to the 2018 U.S. Trust study of high net-worth philanthropy, most high-net-worth individuals are already giving, but only 49% of donors have a strategy for their giving. There is a significant opportunity here for advisors to grow their practices. By participating in the generosity conversations, you can further the relationships with your clients as you help them achieve the greatest impact towards the charities most important to them. Understanding your client’s passions allows you to tailor your expertise to their unique interests and pinpoint how they imagine their lasting legacy. Year-end meetings are an excellent opportunity to share the advantages of charitable giving. A good way to start the conversation is to ask engaging questions about charity. Here are some examples: Are there any charitable interests or community needs you would like to address? What issues are you passionate about? Have you considered donating public stock as a way to use all your resources for giving? Giving stock gifts not only helps you save on taxes but also supports the causes you love. Are you currently making gifts to any charitable organizations? If so, which ones? What causes and values do you want to pass on? Initiating this conversation will benefit everyone involved. This opens the door to discuss year-end tax strategies with your clients and will invite them to create a lasting legacy of generosity. It will also strengthen your relationships and credibility with clients and their family. The long-term effects of their generosity will reach beyond your office; impacting your client, their family, and the community. Sources: https://blog.commonwealth.com/how-to-talk-about-philanthropy-with-your-clients https://cnycf.org/page.aspx?pid=836#.W_Ctj5NKjq0 http://www.foundationsource.com/wp-content/uploads/resources/A_Whitepaper_HowToTalkTo.pdf https://www.aefonline.org/blog/how-have-conversations-about-charitable-giving https://www.ustrust.com/articles/2018-us-trust-study-of-high-net-worth-philanthropy.htmlRead More
Creating a Family Mission Statement
Stephen Covey, author of The 7 Habits of Highly Effective Families, says, “A family mission statement is a combined unified expression from all family members of what your family is all about – what it is you really want to do and be – and the principles you choose to govern your family life.” Creating a mission statement for your family is a key act that can set the tone for how your family lives out values individually and collectively. By committing to a common purpose, it shapes even everyday actions. To take next steps in crafting a mission statement,…Read More
Light the Way Testimonies
In October, at our Tennessee Light The Way event we provided $20 bills to event attendees and challenged them to give away the money away and share their stories of generosity. The theme you will quickly see is that the true reward of generosity is the joy experienced by the giver. It’s less about the size of the gift and more of the delight of the Lord. May these stories inspire your heart to take your next step as you read about the impact felt in the community and beyond.Read More
Light the Way Testimonies – Men of Valor
In October, at our Tennessee Light The Way event we provided $20 bills to event attendees and challenged them to give the money away and share their stories of generosity. The beauty of this is how God moves in the most unexpected ways. Below you’ll find the story of a man who serves with an organization that ministers to men just released from prison. He took this exercise of generosity and challenged his own group to go live generously with the funds provided. Continue reading for his story and the testimonies of those who gave freely. — At the recent…Read More
Light the Way Testimonies – Legacy
In October, at our Tennessee Light The Way event we provided $20 bills to event attendees and challenged them to give away the money away and share their stories of generosity. Read how God moved and inspired individuals to live out values with their families.Read More
3 Key Metrics to Evaluate Your Year
You’ve built communication plans, adjusted development tactics, and now you’re in the harvest season with year-end giving. There is much to celebrate, but there are still opportunities to be seized as well. Utilize this year-end season to evaluate not only your year-end giving results but the entire year. You’ve gained valuable lessons, and it is important to use your knowledge to grow even stronger in the year ahead. Here are three key metrics to evaluate: Annual Overall Rate of Growth in Donations Your annual rate of growth is found by comparing the increase of donations between this year and last.…Read More