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.