| Begin a charitable giving conversation with your client by asking ~ |
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What types of organizations and causes have you supported in the past? |
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How would you like to see your assets put to work in the community? |
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Are you interested in creating a personal or family legacy in your community? |
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How much and what kind of involvement do you want to have? |
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Do you want to receive the maximum tax advantage for your charitable donations? |
| If the subject of charitable giving isn't brought up, a significant opportunity may be lost for both your client and the community. |
