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

“I am hoping to retire by 60, and I worry about income.”
Possible response: “I wish you the best in reaching your goal. If you don’t mind, how old are you/how many years do you have to work before turning 60? Would you be interested in hearing about ways to combine philanthropy and retirement planning so you can create an additional income stream for your retirement years?”