5 surprising truths about planned giving

Planned giving is one of the pillars of success in a strong fundraising program. It takes work and patience to make it happen though.

Here’s some additional help from Michael Rosen Says, at 5 Things You Might Not Know about Planned Giving:

  1. Almost everyone has the ability to make a planned gift. (Not just wealthy people!)
  2. The average age of someone who makes their first charitable bequest commitment is 40-50.
  3. High-income women are more likely than men to use complex gift planning tools. (Such as donor-advised funds or charitable remainder trusts)
  4. Using a challenge grant for a planned gift appeal can create urgency leading to action. (Matches and challenges work everywhere!)
  5. Tax avoidance is NOT a powerful motivator for planned giving.


Comments

Leave a Reply

What this blog is about

The future of fundraising is not about social media, online video, or SEM. It’s not about any technology, medium, or technique. It’s about donors. If you need to raise funds from donors, you need to study them, respect them, and build everything you do around them. And the future? It’s already here. More.

Blog policies

Subscribe

Get new posts by email:

About the blogger

Jeff BrooksJeff Brooks has been serving the nonprofit community for more than 35 years and blogging about it since 2005. He considers fundraising the most noble of pursuits and hopes you’ll join him in that opinion. You can reach him at jeff [at] jeff-brooks [dot] com. More.


Archives

Blogroll

Categories


Search the blog

The future of fundraising is not about social media, online video, or SEM. It’s not about any technology, medium, or technique. It’s about donors. If you need to raise funds from donors, you need to study them, respect them, and build everything you do around them. And the future? It’s already here. More.

Recent Comments

About the blogger

Jeff Brooks has been serving the nonprofit community for more than 30 years and blogging about it since 2005. He considers fundraising the most noble of pursuits and hopes you’ll join him in that opinion. You can reach him at jeff [at] jeff-brooks [dot] com.

Blog Roll

someone’s blog