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

When we understand how an individual wishes to be remembered, we are better positioned to suggest opportunities for lifetime gifts.

When you work on three-part gifts, it is important to understand just how much the donor knows about planned giving and how he has learned what he knows. Whether you discover that your donor is a novice or a more experienced philanthropist, it is always good to summarize in follow-up correspondence the gift ideas you have discussed and the reasons that the ideas have been rejected or are still being considered. People absorb information in different ways.