The Right Choice and Best Fit

If you are like most folks, you have different kinds of clothes in the closet. Some are for everyday, some are for working in the yard, some are your Sunday best, and some might be fit only for painting. Depending upon what you intend to do on a particular day or occasion, you make your choices of what to wear. Wearing your Sunday best makes no sense if your task is to paint the house, nor does wearing the yard work clothes to the marriage of your best friend’s daughter. In other words, you match what you wear to the task at hand.

The work we do – planned giving - is a lot like that. We help people match their way of giving to best fit what they want to accomplish. As you could see by reading this issue, there are a lot of choices when it comes to making gift. Certainly, not all choices are good ones for all people or all circumstances. The challenge is to find or create the choice that matches what you want to accomplish.

Even then, even if you find the choice that matches what you want to accomplish, it still may not be the best choice. We can’t all wear the same Sunday best. Some require a smaller size while others require a larger size. Some prefer a dark suit; to others, only a light suit will do. Some clothes may come off the rack just right – like a pair of blue jeans – while a suit might require some tailoring to fit just right.

Planned giving is almost like helping one buy and wear clothes. There are lots of choices, for lots of different occasions, and many of the choices have to be custom fit to meet your particular circumstances, or else they are not right. We help people plan gifts, and through our help, they are able to make sure they make a good choice that matches the situation and fits so well that it feels comfortable.

We are well trained to help, and eager to do so. There is never a cost or obligation. Call us at 888-861-6385 for help in making your choice. Don’t wait until too late, however, because sometimes we’ll need some time to tailor it just right.