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.
