Enrich Australia 's CLIENT GIVING PROGRAM offers professional advisers the capacity to provide complete giving solutions to clients, whether they be individuals or corporations.
It shows the adviser how to recognise the triggers in discussions with clients where philanthropy provides an inspired solution for managing tax and estate planning issues, as well as addressing a client's personal interests in giving as part of their value set.
The clear format outlines the adviser's process for managing philanthropy for clients – from the initial questioning and discussion with them on giving, through to implementing the client solution via a step-by-step process that addresses each stage with comprehensive resources and interview tools as guides.
The program also equips advisers with the resources necessary to help clients decide the charitable causes and projects they wish to support.
Once registered, advisers may use their log-in details to access the Program resources at any time.
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