Community Foundation for Greater Atlanta’s Post

Trying to get your clients to complete their plans for the year? Let the team at the Community Foundation help! Learn more about leveraging philanthropic intent to get your clients to complete their plans: https://bit.ly/3OIQsZq

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Josh Dukelow

Charitable Gift Planner & Community Builder

9mo

When trusted advisors initiate a conversation about their client’s charitable interests, it shows they care about more than money. Advisors can build their community and their portfolio of business by asking questions about charitable giving and philanthropic legacy planning as part of their usual client meetings.

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