Planned Giving: ‘How Old Are You and Did 
You Know You Could … ?’

If your organization doesn’t have a research office, invest some of your training budget on a research seminar. There are also many free Internet sites that provide accurate information (including Google, Zillow and Salary.com) and others that provide valuable information at very reasonable costs (including LexisNexis, WealthEngine, iWave/NOZA and Foundation Director). Don’t forget to research current investment rates as well.