Advisory Opinion:
1188
Year Issued:
1988
RPC(s):
RPC 7.3
Subject:
Referrals; solicitation
The Committee reviewed your inquiry concerning referrals of clients to you by a client who is employed by a national religious organization to solicit intervivos and testamentary gifts to the religious foundation. The Committee understood the facts to be that the potential clients, if interested, would contact you and that the attorney-client relationship would be established directly between you and that the fee agreement would be negotiated between you. The Committee was of the opinion that based upon the facts as presented, this would not be in violation of RPC 7.3. The Committee did note that you should consider whether there would be any conflict between your duty to the client and any duty you may have to the organization.
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