Author: Kathy B. Hawkesworth

Many donors or potential donors report that their advisors have not had meaningful discussions with them about their charitable goals. This paper considers information and perspectives to assist lawyers’ conversations with their clients, leading to better conversations, more purposeful choices, and enhanced client relationships.

This paper is part of a collection presented at LESA’s 2022 Refresher: Wills and Estates program in Banff on April 29-May 2, 2022.