Starting the Conversation
Conversation Guide
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.
Your clients look to you to create innovative, comprehensive plans that provide for their loved ones, minimize taxes and reflect their charitable interests. We accept a variety of gift types, whether your clients are ready to give now, or would prefer to give later through their will or estate plan.
Sample Language for a Bequest to establish a Community Impact Fund
I give to the Oshkosh Area Community Foundation, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or sum of money) OR (all my right, title and interest in the following described property _____________). This gift shall be used to establish the ___________ Fund, a Community Impact Fund, and shall be invested and distributed at the sole discretion of the Oshkosh Area Community Foundation’s Board of Directors.”
(If you wish to name additional beneficiaries, please state them here.)
