When proactively starting the conversation, you may want to gauge your client’s interest in philanthropy with a few opening questions. These questions allow you to get to the deeper values and motivations behind your clients’ philanthropy. Feel free to mix and match questions as you see fit.
If using these starting questions seems intimidating, consider role-playing the conversation with a colleague to prepare for a client meeting. Experiment with these questions until you have identified which questions, or how to revise these questions, so they feel natural to you.