December 6, 2018 – Discovery—how to learn about a donor’s assets

Speaker:  Cathy Sheffield

What do you own? Is it valuable (and how do you know)? Has the value appreciated? Do your kids want it? Do you owe anything on it? Are you thinking about selling it? Wouldn’t it be great to just straight up ask the questions that will help you identify assets that might be ripe for charitable giving? When you can’t be that blunt, Cathy helps you ease into conversations that yield the information you need to develop gift options.