Planned giving can be a perfect way to marry your organization’s long-term needs with the donor’s interests and assets. With more people in the United States drafting their first wills in their 40s, targeted conversations about planned giving should start earlier than they did a generation or two ago.

Download this white paper below and learn:

• Which planned giving programs are appropriate for organizations.
  
• How to identify potential planned giving donors, even those 10-20 years from retirement.
  
• How to evaluate the ability of a planned donor to give vs. their desire to make a donation.