Episode 4: A Personal Reflection on Legacy Giving - A Client's Perspective

Hear a personal account from an individual who has left a significant legacy to charity and who is a major donor.

• Understand client motivations for giving

• What support clients need from advisors when leaving a legacy

• Why to proactively talk to clients about legacies

• What other advisors to bring in to a conversation

• Understand when to prompt your client about giving