Planned Giving Candidates

While anyone can make a planned gift, there are often common characteristics associated with those who do. These include people who:

  • Are single or married without children
  • Have children who are financially secure
  • Are financially comfortable (not necessarily wealthy)
  • Own private companies
  • Have been pre-deceased by a spouse
  • Have an existing relationship with the U of L
  • Own appreciated securities or real estate

Life events that create opportunities to initiate conversations about planned giving include:

  • Estate, retirement or tax planning
  • Financial good fortune
  • Sale of a business or real estate
  • Passing of a loved one
  • Significant birthdays or anniversaries