Planned Giving: ‘How Old Are You and Did You Know You Could … ?’
Key questions
to initiate
planned-gift
discussions
with donors
of any age.
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In many second (or beyond) marriages, assets are kept separate and charitable interests may differ. One or both persons may have children that are not children of both, leading to differing treatment under their wills. If the couple is not close in age, they may have different responsibilities related to caring (physically and financially) for parents, children and grandchildren.
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Alexandra Brovey
and Patricia Roenigk
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