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

“I am concerned that my son will squander the large inheritance I plan to leave to him.”
Possible response: “That must be difficult. I can suggest two courses of action for you to consider, if you would like to leave something to our organization. First, you could decide what amount to give to us that is meaningful but would not really deprive your son of his inheritance. Second, you could minimize the amount he could squander by setting up a gift that provides him with an income stream for his life, and whatever is left passes to our organization to fulfill your charitable intentions.”