What Donors Say About Including Gifts in Their Wills
…how fundraisers can grow revenue through charitable bequests
58% of donors with bequests don’t tell you that they have named you in their wills. So how do you steward them if you don’t know who they are? And what is the real potential among your other supporters who could become planned gift donors if they get what they need?
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Please note: This is an electronic PDF file. You will be granted access to the file in an email confirming your purchase.
$50.00
In this thought-provoking report, Penelope Burk presents findings from her survey of 7,700 American donors who offered their views on bequests, the most popular choice for planned gifts. Almost 40% of donors who took part in the survey had already named at least one not-for-profit in their wills and an additional 32% expressed a genuine interest in this unique form of charitable giving.
Key findings among existing and prospective bequest donors:
- why and when they chose to name a charity in their wills;
- how donors’ annual giving preferences influence bequest decisions;
- who convinces donors to establish bequests (including respondents’ views on Planned Gifts Officers);
- why the majority of respondents does not disclose their bequest commitments;
- why some bequest donors remove gifts from their wills and what fundraisers can do to make sure that doesn’t happen;
- the characteristics of donors who are best prospects right now for planned gifts;
- how typical marketing approaches and copy can be adjusted to inspire more donors to include gifts in their wills
- ....and more
Publication Details:
Digital report;
40 pages
18 key findings
14 recommendations
Who will benefit from this report: Planned Gifts professionals and their Managers, Directors and CEOs responsible for fundraising planning, Marketing copywriters and managers; staff and volunteers interested in donors’ views on this most lucrative of all fundraising programs.
Please note: This is an electronic PDF file. You will be granted access to the file in an email confirming your purchase.