A golden opportunity

When asked to identify the best planned giving prospects, many nonprofit professionals immediately think of business owners, prominent corporate executives, people of known multigenerational wealth, or donors who already have made large gifts of stock. 

Indeed, individuals with clear outward signs of capacity are important candidates for planned giving conversation. But don’t overlook a simple fact: Many of your prospective planned giving donors are sitting on wealth that is not visible to the outside world: Their retirement accounts.

Check out the July 2026 Content Capsule for tips and materials to make the most if this opportunity!