Planned Giving: ‘How Old Are You and Did You Know You Could … ?’
Key questions
to initiate
planned-gift
discussions
with donors
of any age.
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“I don’t care what happens to the farm after I am gone. I just want to farm until I die.”
Possible response: “Farming is an admirable occupation. However, just as you have cultivated your land, you likely enjoyed reaping the benefits at harvest time. In the same way, doing some planning now can ensure your land can continue to be farmed or not as you desire. It would be a shame to let your lifetime of work possibly be undone in a few months because of taxes or lack of a successor or succession plan.”
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Alexandra Brovey
and Patricia Roenigk
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