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

One possibility is to explain that you want to update your records and then confirm all biographical information including the address, phone numbers, e-mail address, spouse/significant other’s name and date of birth. Another possibility is to simply state that you gather dates of birth for statistical purposes or to notify the appropriate age groups of tax law changes (such as the Pension Protection Act of 2006).