How do you feel about your charitable giving? Does it make you feel like you’re making a difference? Or do you feel unsure or scattered in your giving? Do you want to feel comfortable giving? Do you want to feel good about actually saying NO to a request? Do you wonder how to talk with your children or grandchildren about charitable giving? Do you want to engage them in philanthropy?
I can help you define your philanthropic goals and giving strategy, articulate your legacy, and even facilitate generational discussions, helping you teach your children and grandchildren about the importance of philanthropy.
Do your clients ask you about philanthropy when discussing their finances or estate plan with you? Do they seem overwhelmed or confused about the numerous charitable options? Are your clients interested in engaging their children or grandchildren in their charitable giving? Are they unsure how to do this? Do you feel comfortable answering questions about their charitable donations? Or have you reached the edge of your knowledge with your client?
I can help you address your clients’ philanthropic needs. While you are the expert in managing their wealth, preparing their taxes, or creating their estate plan, I can address your clients’ concerns about their philanthropy and help build client loyalty in the process.
You’re probably already giving although you’re most likely not aware of how much you’re giving. Philanthropy Camp for Women is YOUR opportunity to learn to be a philanthropist, which everyone can do. Do you want to make a difference in your community or the world? Do you want to engage your family in giving? Then Philanthropy Camp for Women is for YOU!
You’re probably already giving and you may not be aware of how much you’re giving. This is our starting point for Philanthropy Camp—building awareness of how we already give. From there we’ll uncover your values, enabling you to be more directed in your giving and rediscovering the joy of giving.
