Here’s a little quiz for you: Put in order the top five non-financial predictors of a charitable estate gift at death:
Showing posts with label bequest. Show all posts
Showing posts with label bequest. Show all posts
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.
The trouble is that it isn’t true anymore.
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