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

“My wife and I have each given to our undergraduate alma maters and to our church.”
Possible response: “That’s great! So you both understand how valuable your gifts can be to those institutions. What types of causes have you supported at your undergraduate alma mater?”

“I wish there was an easy way to make a gift; my cash is limited.”
Possible response: “There are ways to give other than by depleting your checking account. If you have appreciated stock, that is often a tax-wise asset to donate. Another possibility — and one of the easiest ways to make a gift — is to designate our organization as a beneficiary of a retirement plan/IRA or life insurance-policy.”