Identify giving interests

Understand charitable, financial and personal goals

Many people come to a point in their lives where they feel inclined to give back. They do so for a number of reasons, all very personal to them.

Many clients want their professional advisors to help them plan charitable giving. Placer Community Foundation can work with you to answer these questions and help each client fulfill her charitable goals.

• What are your client’s personal motivations for charitable giving?
• What are your client’s charitable interests in the community?
• What are your client’s priorities when focusing on a few areas may make the greatest impact?
• What level of involvement does your client want to have in identifying charitable uses for her gift?
• What type of giving instrument best fits your client’s financial situation and tax status?

For as many motivations as there are to give, there are ways of giving. The key to having a rewarding giving experience is finding the best fit—for individual charitable priorities, financial goals, and personal preferences.

This Philanthropic Interests checklist is designed to help you help your clients determine the custom giving solution that’s right for them.

Philanthropic Interest Form (78 KB)