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

8. Have you ever explored the idea of a “planned gift”?
Too often donors and development officers separate the idea of the “major” (i.e., current) and “planned” (i.e., deferred) gift, when in reality one often serves as the motivation and natural complement to the other. The institutional goal is to leverage the largest possible gift — a gift that will be valuable to the institution and help the donor to achieve his or her personal objectives. A satisfied donor is likely to make additional gifts.