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

“I’m too young to think about having a will. What other options are there?”
Possible response: “There are plenty of options. Gifts of cash are the most popular. Another option — if you have a retirement plan or IRA — is to designate our organization as a beneficiary. Would you like more information about those or other options to help you with your charitable planning?”