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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
  • Inheritance
  • Job/career change
  • Sale or transfer of a family-owned business
  • Death of a loved one
  • Divorce
  • Retirement
  • Birth or adoption of a child
  • An accident or illness

Action Steps:

  • 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.