Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, you can be a step ahead. Plenty of research offers clues about what matters most to your philanthropic clients.

For starters, the numbers show that year after year, people are giving money to U.S. charities – to the tune of $592.50 billion in 2024 alone according to Giving USA. Indeed, most of your clients are probably philanthropic; more than 85% of affluent households give to charities each year.

Here’s what else they may be thinking:

“We want to make the world a better place, starting right at home.” 

The importance of a local connection is a common motivation for charitable giving.  The team at CFHZ sees this every day as we work with donors to address local needs by supporting charities right here in our community. We’re honored to be a resource for you and your clients to structure charitable gifts that make the biggest difference.

“We really enjoy giving to charities.”

Philanthropy is a positive experience for the giver, not just the beneficiaries. This is in sharp contrast to something clients may view as a less fun – updating financial and estate plans. Estate planning forces clients to confront uncomfortable topics such as their own mortality, potential incapacity, and the possibility of family conflict, not to mention the complexity of the planning process, fear of making the wrong decisions, and anxiety about financial security. By infusing charitable giving into planning conversation, you’re taking the pressure off the uncomfortable topics and potentially lifting the mood of the entire process.

“We want to be sure we are making a difference.”

Philanthropists, by definition, seek to create positive social change and are often eager to address complex issues. CFHZ is uniquely positioned to help your clients expand their charitable portfolios to include not only ongoing financial support for charities, but also advocacy and structuring endowments or other long-term vehicles to support sustained positive change.

As always, the community foundation team stays closely connected with the full range of nonprofits in our region, and that expertise is invaluable to help your clients achieve the impact they’re seeking to address critical community needs. Please reach out anytime!

We always encourage donors to first seek the advice of their legal, financial, or tax advisors when considering a gift of non-cash assets. While our team does not offer tax advice, we stay knowledgeable on charitable giving strategies. Please contact Colleen Hill, Vice President of Development & Donor Services, at chill@cfhz.org or by calling 616–994–8853 if we can help you serve your clients.