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?