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

“I can earn more than you are earning in the endowment. We’d both be better off if I just hung on to my money.”
Possible response: “You might very well be able to earn more money, but we are very proud of the performance of our endowment, which ranked among the top in the country [if this is true!]. You can continue to have your money managed on your own (for a fee, of course) if you wish, but if a time comes when you are ready to allow us to steward your assets, know that we are doing well with others’ money. We have more than [number] donors who have contributed to our endowment; all of those people can’t be wrong in relying on our investment managers to grow the assets, and the future looks bright!”