Pentera CEO Claudine Donikian to Moderate Session on Motivations of Donors

Pentera President & CEO Claudine A. Donikian will be moderating what should be a fascinating session on the latest research on the motivations of donors at the Lilly Family School of Philanthropy's annual symposium Oct. 30.

New Statistics About Minorities and Planned Gifts

While the vast majority of planned gifts are from the majority group identified as “non-Hispanic whites,” recent research shows strong charitable intent among minorities who do estate planning.

Top Predictors of Charitable Estate Gifts

Here’s a little quiz for you: Put in order the top five non-financial predictors of a charitable estate gift at death:

Beneficiary Designations Not Always Simple for Donors

Some Americans are using beneficiary designations in lieu of wills for their estate planning. But what can seem like a simple process can lead to difficulty, according to a Department of Labor report on beneficiary designations for retirement plans and life insurance.

Married Male? Unmarried Female? Who Is the Most Charitable?

The stereotype has existed for about a century: A rich American businessman magnanimously distributes his largesse while his demure wife looks on approvingly, and his will handles the bulk of the family fortune. Planned giving responded accordingly for many decades, seeking donors who fit that profile.

The trouble is that it isn’t true anymore.

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.