Are You Asking Your Affluent Clients the Right Questions?  

Affluent Clients

Financial Advisor recently caught up with our Chief Marketing Officer Hannah Shaw Grove to get her take on the rise in high-net-worth family philanthropy—and how advisors can play a pivotal role when it comes to helping their affluent clients make a difference.  

“Over the past two decades, philanthropy has played an ever-growing role in how these families sustain their wealth over multiple generations and how they use it to help the world,” says Hannah. “Moreover, philanthropy is an integral part of who these families are, reflecting their values, missions and worldviews.” 

Today’s philanthropists are anything but passive when it comes to philanthropy—in fact, they’re putting themselves in the pilot’s seat. From volunteering to educating themselves on charitable giving, they’re personally invested and increasingly using formal charitable vehicles, such as donor-advised funds and private foundations, and leveraging technology to make an impact.  

As an advisor, you have an opportunity to deepen your relationships with your HNW clients and help them achieve their giving goals. Before your next client meeting, take a look at the following questions and ask yourself if you know the answers. If not, there’s no time like the present to find out. 

Key Questions to Ask Affluent Clients 

  • Are you giving now? How satisfied are you with these activities?
  • What do you want to achieve with your charitable giving? What causes and values are important to you?
  • How involved do you want to be with your giving?
  • Is annual grant-making to charities enough or do you want to do something more hands-on like start or run a new program or align your investments with your values? 

Want to See the Rest of the List?
Check out the rest here.  

Learn More About How We Support Advisors
Schedule a call or reach us at 800-839-0054 to learn how we can best support your clients who are passionate about giving. Together, let’s #begiving.