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

“My partner doesn’t have a pension, so I worry about her running out of money.”
Possible response: “Would you like to hear about a gift option that could secure your partner a fixed income stream in her retirement years?”

“My wife and I share everything. Can we both receive income?”
Possible response: “Sure! You can both receive an income stream from several options. Are you interested in a fixed income, or in one that varies and could increase over time?”