As a professional advisor, you play an important role in helping your clients achieve their charitable goals. The Oshkosh Area Community Foundation is an excellent resource for ideas on how to get your clients talking about their charitable goals and interests.

Consider starting a charitable giving conversation with open-ended questions like:
  • What principles have guided the way you've lived your life? Raised your family? Run your business?
  • Do you currently volunteer at or financially support any charitable organizations? Which ones, and why?
  • Are you interested in supporting your church, your alma mater, or other charities that have special meaning to you, either during lifetime or through your estate?
  • What personal legacy do you want to leave?
As local leaders in charitable giving, we can assist you in identifying opportunities that meet your clients' charitable goals and interests.
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