BCF is here to help you serve your clients better. We add value to your practice by expanding clients’ knowledge of giving options, assisting with identifying and implementing their philanthropic goals, and strengthening relationships. To draft a plan that’s tailored to your client’s particular needs, consult with BCF or invite us to join a meeting with your client. Consultations are always completely confidential, free, and without obligation.
When is BCF a good fit? When your client . . .
- Wants to give back to the community
- Hopes to involve children in giving
- Has specific charitable goals or interests
- Is considering establishing a private foundation
- Wishes to include charity in an estate plan
- Is developing a corporate giving program
- Experiences a life event such as sale of a business or an inheritance
Help for talking to clients about philanthropy
Research has shown that clients are not only open to discussing philanthropy with their advisors, they are hoping you will start the conversation. Not sure what your client thinks about giving? Try these ten questions that can get them talking. Plus, there are more ways to give than your clients may realize, so we offer a charitable checklist to make sure no opportunity is overlooked.
