Charitable Giving Questions

  • Do you currently support any community groups or charitable organizations with volunteer time and/or money?
  • What volunteering or giving experiences have been gratifying to you? If you have not given to charity in the past, are there any community or charitable issues you care about and might consider contributing to now or in the future?
  • Do you have a sense of gratitude to any charitable organization(s) or institutions that have served you well?
  • Would you like to benefit any charitable organizations or causes while you are alive, or do you want to do so only after death?
  • What values would you like to preserve and to pass on to your family in addition to your wealth?
  • How much do you feel is an appropriate financial inheritance for your children/grandchildren?
  • Would you be interested in exploring ways to support your community or causes you care about, if you could still leave a substantial portion of your estate to your children?
  • If your estate proves to be larger than the amount you plan to leave your children/grandchildren, would you consider investing the excess in charitable causes you care about?
  • If you could redirect dollars that would otherwise go to pay income or estate taxes to invest in charitable causes of your choosing, would this interest you?
  • If someone with expertise in this area could help you identify charities that are worthy of support, would you be interested in exploring some charitable planning ideas?