Your client's charitable goals are linked to your role as a professional advisor. The Marinette & Menominee Area Community Foundation is ready to serve as your resource to foster the conversation between you and your client. We can also help you identify opportunities to give, and help you outline and implement ways to give.

 Consider starting the conversation with open-ended questions such as these:

• What principles have guided the way you've lived your life? Raised your family? Run your business?
• Do you currently volunteer at or financially support any charitable organizations? Which ones, and why?
• Are you interested in supporting your church, your alma mater, or other charities that have special meaning to you, either during lifetime or through your estate?
• What personal legacy do you want to leave?