Talking with Clients

Some advisors are reluctant to begin a charitable giving conversation with their client and may be concerned about appearing to make a values judgment, especially if the client has not expressed charitable intentions. However, by not broaching the subject of charitable giving, a significant opportunity may be lost for your client and the community. In fact, many individuals expect their professional advisors to bring up the subject if appropriate, and assume charitable giving is not an option if the subject is not raised.

A professional advisor can help clients realize their charitable objectives by listening for charitable giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions. Our staff can work with you and your client to recommend the best charitable solution.

Ways Your Client can Give

At La Crosse Area Community Foundation, the most essential thing we do for you and your clients is simplify their charitable giving. Giving back to one’s community should not be a burden with tax complications, ongoing administrative details or going through high level of difficulty of setting up and maintaining a special-purpose nonprofit corporation. The Foundation keeps track of all the paperwork, so your clients have everything they need – in simple order – come tax time.

Ways to Give
Types of Funds
Start a Fund