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

It is important to note who answers which questions and how much each person reveals. Do they refer to assets as “his,” “hers,” “mine” or “ours”? Small talk has a purpose.

Suppose you meet a couple outside a restaurant and introduce yourself. You compliment them on the car they are driving, the bag she is carrying, the restaurant they have chosen. You can soon be engaged in a very comfortable conversation that reveals how they feel about money, how they spend their money and often whether they have the same priorities.