Advisors Role
In the discovery phase of your client meetings you have an opportunity to ask about your client’s thinking regarding their charitable interests. Given your client’s interest in charitable giving you can educate them about their giving options, recommend an option that fits their circumstances and help them implement the plan.
No two clients have the same charitable giving interests. We will help you find solutions that are most effective in meeting your client’s charitable intentions today and in the future.
Through this process you have a unique opportunity to help your clients make a difference in their world by building stronger communities and changing lives with their charitable gifts.
Mail Carrier John Daro Uses Gift Annuity to Give Back
John Daro
Neither rain nor snow nor sleet nor dark of night ever kept John Daro, a World War II veteran, of Garrison, Nebraska, from delivering the mail for 51 years. John delivered the mail in rural Butler County and those on his route came to depend upon him. Now John has decided to share part of his good fortune by making a gift that allows him to fulfill his goal of giving back to his hometown with a gift to the Nebraska Community Foundation’s gift annuity program.
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