Of all the fascinating planned giving research that has emerged in the past few years, here is the most startling and confounding statistic:
Within the last five years of life, two-thirds of those who leave charitable bequests answer “no” to the question, “Have you made provisions for any charities in your will or trust?”
Should You Market to Younger or Older or Both?
You’ve heard about one groundbreaking study that says to market bequests to those aged 40-60. Then another groundbreaking study comes out more recently saying that most of those who make charitable estate gifts add them in their 70s and 80s, within five years of death. And you’re left scratching your head.… Which strategy is best? Yes, it is confusing! But the solution is simple: It turns out that both studies are right and you should follow exactly what Pentera has been advising clients to do for years.
5 Ways to Screen Women Donors
There’s been a lot of buzz the last couple of years about women being the new market for planned giving donors—and the research backs that up (see Pentera’s whitepaper on Women in Philanthropy). But how do you know how to identify the best women candidates?
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