4 signals donors give that they just might include you in their wills

Which of your donors are most likely to leave you in their wills?

Here’s some data from the Stelter Blog, at 4 signs that you have a good planned giving prospect:

1. Affinity/Loyalty. They have to feel connected with your organization. You can tell who’s connected if they’ve made donations for 5+ years, if they’ve given 15 or more times (5 or more for higher ed donors).
   
2. Age 60+. Yes, people younger than 60 should have estate plans, but most don’t. Focus on your older donors, though it may be smart to start the conversation with donors 50 and up.
   
3. No Children. The kids are in line ahead of you. But those without children are far ore likely to include a charity in their will.
   
4. Given in Last 3–5 Years. You might consider these donors as “lapsed” — and they are, by typical fundraising standards. But they make strong prospect for planned giving.