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As the year begins to wind down, consider tapping into your clients’ philanthropic interests as a catalyst to motivate them to start addressing year-end planning items right now rather than waiting until December.
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Even if charitable giving does not appear on the surface to be a burning issue in client meetings, it’s still crucial that you keep in mind a few essential charitable giving techniques because your clients do care.
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2025 is just around the corner but there’s still time to make a difference this year! To assist your year-end giving, here are a few helpful reminders:
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For the past 14 years at the Lincoln Community Foundation, I’ve been fortunate to hear the stories of our neighbors and how they are compelled to help those around them.
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