The best time for an individual to consider gift planning to create a future gift often comes as a result or in contemplation of a significant event or life transition.
Life-triggering events include:
- International travel
- Job/career change
- Sale or transfer of a family-owned business
- Death of a loved one
- Birth or adoption of a child
- An accident or illness
- Keep your ears and eyes open for your donor’s life-triggering events.
- Consider that the event does not drive why the donor would make a gift from their assets, but how they would make the gift.