As a professional advisor, you play an important role in providing opportunities for your clients to achieve their charitable wishes. You may be charitable in your own right as a volunteer or contributor, but you also have a unique chance to “ask the charitable question” of those with whom you work. The Connecticut Council for Philanthropy has partnered with some of your colleagues and professional associations to provide easily accessible resources to support you in this work with your client. The following information is a product of that partnership.
“Helping our clients think about charitable giving has become an essential part of our estate planning practice. It's good for our clients and it's good for our firm."
Gina S. Linstone, Cummings & Lockwood