Identify a Charitable Solution
A close working relationship with the right tools in place makes clients' lives easier. They can focus their philanthropy on who's getting the money, not on paperwork and compliance. --Douglas K. Mellinger
A key to making the planner-attorney relationship work is to identify an effective charitable solution. That solution should be easy to use and also facilitate communication to ensure that donors and advisors remain on the same page. "Because automated solutions provide such valuable administration and compliance monitoring services, I recommend them to all of my private foundation clients," says Salvatore J. LaMendola. "Most difficult planning decisions are already biased against a positive outcome," explains Bob Kreitler, CFP. "The client only has to say 'no' once for a plan to fall apart, but you need to hear 'yes' 20 times. A close working relationship with the right tools in place makes clients' lives easier. They can focus their philanthropy on who's getting the money, not on paperwork and compliance."
-Douglas K. Mellinger is vice chairman and CEO of Foundation Source in Fairfield, Conn, in Your Friend the Lawyer
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