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

“I survived all my family members — my father, mother, first husband, brother-in-law, sister and second husband.”
Possible response: “You are a true survivor. Tell me what some of your concerns are. Have you thought about where you would like your assets to go?”

“I don’t know how I can give to [charity] because I have two children.”
Possible response: “I am in the same situation. Taking care of children is our top priority. I have spoken with other parents who decided that a particular charitable cause was important enough to carve out an amount to pursue a specific purpose (such as establish a scholarship fund). This can be done during lifetime or under a will.”