How Can Philanthropy Coach Benefit Your Practice?

Implementing the program’s Philanthropic Planning Process will enable you to be paid in new ways for new services, while bolstering your current line of business. For example:

• Philanthropy can be used to raise the topics of business succession planning and family legacy for clients who are transitioning from their businesses, have sensitive family issues, or need positive reasons to engage in an estate planning process. Philanthropy Coach teaches you to use philanthropy as a means of having safe conversations about the future and provides you with a context in which you can raise delicate questions about family and personal transitions.
  
  
• Expertise in philanthropic planning allows you to be the facilitator for clients who are asset rich and time poor. You can relieve them of philanthropy’s time-consuming work, freeing them to focus on their decisions and the most rewarding aspects of giving. Philanthropy Coach provides you with a process and templates for every step of the process.
  
  
• For your clients, philanthropy can be the interim phase from one business venture to the next. Philanthropy Coach enables you to remain a primary advisor to your client regardless of whether your client is growing, transitioning, or selling a business. Philanthropy Coach teaches you how to remain at the table when other advisors may attempt to minimize your participation.