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

Some cues and clues relating to relationships and giving include the following:

“I have to care for my ailing husband, but I hope to help [charity] at some point.”
Possible response: “I understand. Perhaps we can discuss a bequest under your will at the right time. Why don’t I send you materials to read until we have a chance to meet again.”