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

“My accountant says that I can’t use the deduction; I make too much money.”
Possible response: “What is your motivation for giving? If you can’t stand the thought of losing the deduction (but in any given year you likely ‘lose’ the ability to deduct some of your gifts anyway due to the Alternative Minimum Tax and other deductions), you can wait until next year to complete your gift if that is best for you.”