Home Breadcrumb caret Tax Breadcrumb caret Estate Planning Breadcrumb caret Industry Breadcrumb caret Industry News Start the donation discussion Kickstarting the donation discussion with clients can be difficult, so here’s 10 situations that might spur clients to give. By Staff | December 11, 2012 | Last updated on December 11, 2012 1 min read Talking about philanthropy with your clients gives you a better understanding of their values and hobbies. Read: Offer advice on charitable giving Most importantly, it also helps you touch on the topics of estate and tax planning if you haven’t yet had a chance to offer your services. The only problem is it can be a hard subject to broach. So, FinancialPlanning.com has offered some tips on how to start the donation discussion with clients. Read: Tough questions surround philanthropy They list 10 situations that can help you bring up philanthropy. They include: The death of a loved one: Though it’s a sensitive time, grieving families often ask for donations in memory of a their lost family members. Happier occasions like a child’s graduation can also spur the desire to donate, with some families wanting to mark the occasion by giving to their child’s favourite charity. Securities have appreciated: Rather than sell an appreciated security, clients can gift it to a charity and avoid paying capital gains taxes. Read: 5 year-end tax tips and Help affluent clients save tax Incoming inheritance: If one of your customers is about to receive a large sum, ask if they’d like to donate any of the money. Read more to find out the other 7 times to bring up charitable giving. Also read: Talking charity Give more for less Charity on the rise CRA revokes registration of two charities Legal pitfalls of charity pledges ‘Tis the season for charity scams Staff The staff of Advisor.ca have been covering news for financial advisors since 1998. Save Stroke 1 Print Group 8 Share LI logo