5 Questions to Deepen Year-End Conversations with Clients

Good advisors talk about performance. 

Great advisors talk about what matters most. 

As you wrap up the year with clients, you’re likely discussing taxes, market shifts, and future goals. But some of the most valuable conversations you can have this season are about purpose, values, and impact — not just numbers. 

Here are 5 powerful questions to help you go deeper with your clients before year-end — and uncover opportunities for more meaningful generosity along the way. 

1. “Are there any causes or organizations that have been on your mind this year?” 

This opens the door to charitable giving in a personal, client-led way. It’s less about assets and more about alignment — and it can reveal untapped opportunities for giving with purpose. 

2. “Have you considered donating securities or other non-cash assets?” 

Most clients don’t know they can donate publicly traded shares, business income, or even crypto — and reduce capital gains while increasing their charitable impact. 

With a GiveWise Giving Fund, clients can donate appreciated assets and receive a consolidated tax receipt — all before year-end. 

3. “Would a more organized approach to giving help simplify things?” 

If clients have made multiple donations throughout the year, they may benefit from using a donor-advised fund (DAF). 

A Giving Fund lets them give now, decide later, and keep everything in one place — ideal for year-end tax planning. 

4. “Have you talked to your family about giving?” 

Whether it’s involving adult children or modeling generosity for grandkids, giving conversations can be deeply meaningful. Advisors who guide these discussions become trusted guides in both wealth and legacy planning. 

5. “Would it be helpful if I introduced you to a partner who specializes in charitable giving?” 

You don’t need to manage the logistics of complex gifts. That’s what GiveWise is here for. 

We work behind the scenes — helping your clients give strategically, while you stay the lead relationship. 

Need help navigation a specific giving question? 
Reach out to Dan Kyte, GiveWise's Director of Finance & Investments, by booking a meeting with him or visiting our Financial Advisor page to learn more.