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

From time to time, someone will object, refuse to answer or even ask for your birthday! But these are exceptions, and the date of birth is an important piece of information to have to further your planned-giving program.

Some age-related cues and clues include the following:

“I’m too old to be thinking about giving now. I gave when I was younger and I was working.”
Possible response: “We appreciate all the gifts you have made. Are you aware that others have decided to make their ultimate gifts — a capstone of their lifetime giving — by including bequests under their wills? Can I tell you more about this great type of gift?”