A conversation with a new suspected donor about asset allocation and charitable giving can be especially valuable to you both as you determine gift potential.
I focus on giftable assets because I know that significant gifts are usually funded from assets, not from income. I work to identify those assets by inviting a conversation about asset allocation that includes discussion of triggering life events and examination of pertinent tax issues relative to each identified asset, including charitable allocations.
The relationship among triggering life events, asset allocation, and taxation can be a motivating factor in charitable gift consideration. Once you identify gift motivation and move your new prospect into gift cultivation your job turns to helping him find a way to say YES