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

We have noticed that otherwise loyal donors stop making gifts or cut the size of their gifts at some point. This often coincides with retirement, when future living expenses become a big concern. These donors might appreciate knowing they could continue their generous giving patterns by including bequests in their wills or establish a better and perhaps more secure cash flow through life income gifts. They also would appreciate (and deserve) good stewardship for the gifts they have made. These relationships are good ones to cultivate and can have big payoffs in future years.