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

“I should do something about this large block of stock that I own.”
Possible responses: “Did you know that you could donate stock instead of cash to make your annual gift?” “Did you know that you could turn that stock into an income stream [charitable remainder trusts, charitable gift annuities]?”

“I am frustrated by the low dividends on my stock.”
Possible response: “Did you know that you could lock in a good rate and receive an income stream for life [charitable gift annuities, charitable remainder trusts]?”