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

2. How long have you been married/together? 
(If the prospect is married or has a significant other.)
While our organizations and their missions are important to donors, they are generally willing to provide for our needs only after they have met the financial needs of their families. The length of a marriage or relationship doesn’t tell us everything, but it may offer some insight into the likelihood that assets are pooled.