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