Philanthropy Questionnaire

Discover 56 ways to ask your clients about their giving

There's no simpler way to get the conversation moving!

Free Philanthropy Questionnaire Provides You With Everything You Need
To Start The Philanthropic Conversation With Your Clients

What does the word legacy mean to you?
Is leaving a legacy important to you?
What do you want your family's legacy to be?
AND 53 more that will provide you with great insight about your client and their charitable giving.

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