Client Meeting Checklist

To help you prep for your next meeting and have a productive conversation, we’ve pulled together key questions to ask your charitably inclined clients. Whether your client is considering a charitable vehicle or already has a private foundation, use these questions to help guide the discussion wherever they are on their philanthropic journey. You can also check out our Client Meeting Kit that will help you before, during and after your client meetings.

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Client Meeting Checklist

Knowledge is Power

Previous PostTop 10 Reasons You Need Foundation Source as Your Private Foundation Administrator

Next PostFoundation Operations Worksheet

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