Where Your Clients’ Giving Grows скачать в хорошем качестве

Where Your Clients’ Giving Grows

As a professional advisor, chances are you have clients who are interested in exploring charitable giving. But studies show that a relatively low percentage of advisors actually ask their clients about it. Knowing how to talk to your clients about giving, how to build strong relationships with your current clients and their children, and having up-to-date knowledge about the many ways your clients can give is one way you can stand out from the rest. When you partner with us, you have a trusted expert in charitable giving in your corner, helping you deepen your relationships and expand your business. Meet Michael Sampson, professional advisor with Maslon LLP, who knows firsthand the value of partnering with the Saint Paul & Minnesota Foundation. “When I introduce my clients to them, it’s a risk-free referral. It’s an introduction I know that’s going to reflect favorably on me, and the clients are going to be taken care of, and they’re going to be able to achieve the goal that they want to achieve, which is to make their charitable giving as impactful as possible.” So when you ask your clients about their philanthropic goals, remember the Saint Paul & Minnesota Foundation. We care about your clients, and we’d love to be your partner in bringing their unique vision to life, and turn your practice into a place where giving grows. spmcf.org/advisors