Charitable giving is triggered by one of five events, when clients have:
1. Experienced a financial life-changing liquidity or similar event;
2. Had a life-threatening health situation themselves or have a family member who has, and they want to honor them;
3. Expressed an interest in talking to the next generation about their wealth;
4. Stated the intention to establish a legacy; or
5. Volunteered their time or sit on a nonprofit board.
