All of this creates a moral obligation on you not only to serve them by providing accurate information but to practice the discipline of full disclosure explaining shortcomings as well as benefits of a particular gift plan. There should be something for those with modest means as well as those with larger, more complicated estates. Younger donors may select a deferred gift annuity to enhance their own retirement planning, while your older friends may want a current payment gift annuity. The more options you offer, the better you serve your constituents. Encourage Estate Planning.
Studies reveal that most people procrastinate with estate planning.
For one reason or another, they put it off, sadly denying themselves and other family members peace of mind. Unfortunately, many delay action indefinitely. In the end, the survivors bear added suffering and worthy organizations, like yours, go wanting. A planned giving program encourages the planning process. It can benefit everyone concerned by providing information, prompting visits to professional advisors and by promoting action.