We all have causes we’re passionate about. From church groups to local community arts programs, to research for the cure of a disease that has affected a loved one, and all kinds of things in between. The choice of which charity to align with is personal. It comes from the heart.
Personally, I’m passionate about basketball. I was a student manager for our boys’ basketball team during both high school and college. I was fortunate to work with one of my heroes, Bobby Knight, at Indiana University and was proud to be part of the team that won the national championship my senior year. Because I love basketball and am at a place where I can help my community, the proceeds from my most recent book, Free Throws for Financial Professionals (featuring 10 principles I learned from Bobby) go to help students at my high school. Each year, one student manager is awarded a partial scholarship to help cover tuition and books. It’s something that I care deeply about, and something I am proud to support.
Find out which causes are near and dear to your clients. It will help create deeper relationships with your target clients. And the time might come when you’re asked to donate to their favorite cause. Before that happens, it’s wise to have a process in place to handle those requests.
Creating a process requires just a few simple steps.
So, when a client asks you to donate, the answer is a resounding “maybe.” It all depends on how your philanthropic tendencies line up with theirs. And, as you build your business to a High Performing Practice, you’ll be able to support more of the causes you love. Just remember to give from the heart.
Stay true to the causes you love and give accordingly.
© 2018 Ash Brokerage LLC.