ProSpeak: It's Time for a Two-way Street

Action tips for charities

1. When an advisor contacts your charity offering help, inquire how the advisor is personally involved in philanthropy, both in terms of time and donating money.
2. Ask about the advisor’s specialty.
3. Ask how many other charities the advisor is currently helping.
4. Ask about results and references.
5. Ask why they are contacting your charity specifically.

Action tips for advisors