Valentine’s Day is not just about flowers and chocolates—it’s also a perfect opportunity to strengthen your client relationships by encouraging generosity and impact. As a financial advisor, you play a key role in helping clients align their wealth with their values. This Valentine’s Day, remind your clients that one of the most meaningful ways to express love is through charitable giving.
If your clients have a UI Donor-Advised Fund (DAF), now is the perfect time to reach out and encourage them to recommend a grant to a cause they care about. If they have not yet set up a UI DAF, this could be a great time to introduce them to its benefits as a strategic, tax-efficient way to give.
Why Valentine’s Day Is the Perfect Time to Reach Out
💌 A Personal and Unexpected Touchpoint – Many advisors reach out during year-end tax planning, but a thoughtful Valentine’s Day message stands out and strengthens relationships.
💌 A Meaningful Alternative to Traditional Gifts – Instead of flowers or greeting cards, clients can make a lasting impact by recommending a grant in honor of a loved one.
💌 A Feel-Good Moment for Clients – Giving is deeply rewarding. A simple nudge can remind clients of the joy of philanthropy and reinforce your role as a trusted partner in their financial and charitable planning.
How to Engage Clients This Valentine’s Day
📩 Send a Thoughtful Email or Note
A short, warm message can go a long way. Consider sending an email or personal note reminding clients about their UI Donor-Advised Fund and how they can use it to give back in a meaningful way this season. Example:
Dear [Client’s Name],
This Valentine’s Day, I wanted to take a moment to remind you that generosity is one of the most powerful expressions of love. If you’re considering ways to make an impact, recommending a grant from your Donor-Advised Fund is a wonderful way to show support for the causes close to your heart.
If you’d like to discuss your giving strategy or need assistance making a grant, I’m happy to help. Wishing you a wonderful Valentine’s Day!
Best,
[Your Name]
📞 Make a Personal Call
A quick call to high-net-worth or philanthropic clients shows you’re thinking about them beyond financial matters. Use the opportunity to check in, ask about their charitable goals, and remind them about their DAF.
📱 Share a Social Media Post
Post on LinkedIn or other professional platforms about the power of charitable giving on Valentine’s Day. Highlight how a Donor-Advised Fund makes it easy for clients to support meaningful causes.
Conversation Starters for Clients
“With Valentine’s Day around the corner, have you thought about using your Donor-Advised Fund to support a cause that’s close to your heart?”
“Many of my clients love using their DAF to make a meaningful Valentine’s gift in honor of their loved ones. Would you like to explore that idea?”
“Since giving can be a great way to bring family together, have you considered involving your loved ones in choosing a charity to support this season?”
A Lasting Valentine’s Day Impact
By reaching out on Valentine’s Day, you are not just reminding clients about their UI Donor-Advised Fund—you are reinforcing your role as a proactive and thoughtful advisor who understands their values and priorities. Small gestures like this deepen client relationships and set you apart.
💖 Take a moment today to connect with your clients and encourage them to make a grant that spreads love far beyond Valentine’s Day.
Happy Valentine’s Day!
