Legacy Planning
The SMILER framework—Stories, Memories, Impact, Legacy, Emotions, and Relationships—provides a straightforward and meaningful approach to deepen conversations about charitable giving. This short video emphasizes that focusing on what truly matters to people can make giving more personal, intentional, and fulfilling for both donors and nonprofits. Watch the video and start transforming your giving conversations.
More Resources
Legacy Planning
The Heart of Wealth Management: Ignite Philanthropic Conversations!
Proven Scripts to Connect Clients with Their Charitable Passions
Are you ready to deepen client relationships and offer truly holistic financial planning? In my article, I share practical strategies and sample scripts to help you confidently discuss charitable giving with your clients. Discover how these conversations can transform your practice and create a lasting ing impact!
