Philanthropy in America continued its record-setting pace in 2015 - increasing 4% from the year before and averaging more than a billion dollars a day - according to Giving USA™ 2016, the just-released annual study. Bequests, which tend to fluctuate from year to year based on very large gifts, were up 2%, the least of four giving categories. But study authors cited several factors that should help the climate for bequests and other planned gifts.
Showing posts with label bequests. Show all posts
Showing posts with label bequests. Show all posts
Bequests Up, Says New Giving USA Report
Good news for planned giving: Bequests are up significantly, according to one of the most notable findings in the recently released Giving USA report. Giving by bequest increased 8.7 percent (7.2 percent adjusted for inflation) from 2012 to 2013—by far the largest percentage increase in any sector.
The Last Will and Testament Is the Most Charitable One
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?”
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?
Charitable Boom Is Coming, But Not for Several Years
Demographics point to a significant boom in charitable planning beginning in about five years—and that eventually should mean a healthy increase in planned gifts received by charities.
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