Starting a Planned Giving Discussion

Questions to help start a philanthropic discussion:

• What goals would you like to achieve?
• Have you considered leaving a gift to a charity?
• Beyond your family, what do you value?
• What kind of legacy do you want to leave?
• What has been the most rewarding charitable gift you have given?
• What role do you want philanthropy to play in your family?
• Are you making any charitable gifts now that you would like to continue after you pass away?