Professional advisors have before them the invitation to join
God in the work of His kingdom: "reconciling the world to
himself" through Jesus (2 Cor. 5:19). This invitation
starts in the advisors' hearts and the hearts of their clients as
they joyfully lay down their lives, money, and possessions - and
extends outward into the broken world.
At CNCF, we want advisors to know this expanded sense of purpose
and have the knowledge and skills to better serve their
clients.
The Top 10 Reasons Why You Should Discuss Charitable
Giving With Your Clients
Research conducted by The Philanthropic Initiative
(TPI) with professional advisors on their motivations for, and
methods of providing advice about philanthropy, revealed some
reasons for discussing philanthropy with clients. As Christian
advisors, our calling is even more direct.
- It's Biblical.
- It's good for society, it's good for your community, it's good
for your clients, it's good for your business, and it's good for
you.
- Discussing philanthropy and stewardship with your clients
should be done unobtrusively, in a way that respects their privacy,
values, and autonomy. You are among the best positioned to initiate
and engage your client in these conversations.
- By expanding the menu of services offered to your clients, you
build confidence and increase levels of satisfaction with you and
your professional services.
- Your areas of expertise as a professional advisor are
personally broadened.
- The potential for new referrals is enhanced, opening the door
to many new clients.
- You effectively connect your chosen profession with a personal
desire to do something good for your community.
- Through your efforts, the work of God's kingdom here on earth
is supported and expanded - an enduring legacy of real benefit to
future generations.
- You become part of a supportive network of like-minded
colleagues who are willing to voluntarily share their time and
expertise.
- With practice, confidence and experience, you will find it easy
to do.