Comments on: Is Planned Giving Part of Your Agency’s Program? part 2 http://ejewishphilanthropy.com/is-planned-giving-part-of-your-agency%e2%80%99s-program-part-2/ Connect. Educate. Innovate. Sat, 11 Feb 2012 12:13:22 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Lorri Greif, CFRE http://ejewishphilanthropy.com/is-planned-giving-part-of-your-agency%e2%80%99s-program-part-2/comment-page-1/#comment-38622 Lorri Greif, CFRE Wed, 07 Oct 2009 13:52:51 +0000 http://ejewishphilanthropy.com/?p=2687#comment-38622 As a planned giving consultant, I couldn't agree more with the overall view of this and the previous posting by EHL on this topic. I'd like to add that while the "older" set may lean towards life income gifs, recent research has shown that people still only in their 40's (and even 30's)have started their estate planning, often making wills and forced to decide on who should be beneficiary of a retirement plan if they're not married. It's a great way to start building long time loyalty in younger supporters. As a planned giving consultant, I couldn’t agree more with the overall view of this and the previous posting by EHL on this topic.

I’d like to add that while the “older” set may lean towards life income gifs, recent research has shown that people still only in their 40′s (and even 30′s)have started their estate planning, often making wills and forced to decide on who should be beneficiary of a retirement plan if they’re not married. It’s a great way to start building long time loyalty in younger supporters.

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