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

“I would love to create a trust with you, but the hospital and the church want me to do the same thing for them. I don’t have the resources to satisfy everyone.”
Possible response: “It’s fabulous to hear that you are so philanthropic! You may be surprised to know that you might be able to achieve all of your philanthropic goals. There are several gift options you could consider. A bequest to each organization under your will is a common technique for giving to multiple organizations. A charitable remainder trust enables you to designate more than one charitable beneficiary, after you receive an income stream for your life and a tax deduction.”