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

“I don’t have liquid assets. My investments are mostly in real estate.”
Possible response: “Did you know that we accept gifts of real estate [outright gifts, gifts to fund a charitable remainder trust, gifts of remainder interests]?”

“I don’t have the energy to take care of my vacation home, and none of my children want to inherit or use it.”
Possible response: “Did you know that we accept gifts of real estate [outright gifts, gifts to fund a charitable remainder trust, gifts of remainder interests]?”