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

Along the way, we will describe some common cues and clues for various types of planned gifts, providing information that’s useful for both veteran and novice gift-planning officers.

Throughout this discussion, we assume that we are talking with prospects who have been screened using the tools available to us, and whom we believe could make future gifts — both outright and deferred — to benefit our organizations.