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

Some additional examples of leading questions include:

• Would you like to learn some ways you can support [charity] while also taking care of yourself and your family?
• Are you concerned about providing for your family or heirs after you are gone?
• Would opportunities for more income or lower taxes on your income be of interest to you?
• Has it been difficult to save for retirement?
• How has the stock market treated you?
• Have you thought about the legacy that you want to leave?
• Are you comfortable with the advice you have been getting from your own advisers as it relates to securing your future?
• Has your adviser ever asked about your charitable intentions?
• Have you considered including a provision for (charity) in your will?
• If you could give your home to (charity) now and receive an income-tax deduction but continue living in it, would you consider this a viable gift option?