Planned Giving – The Age Ceiling

Planned Giving – The Age Ceiling

  Recently, we did a large sample national survey of donors in the United States. We asked a wide variety of questions and we will be blogging about some of the donors’ responses. This is our third blog on planned gifts. One question that is often debated in developing a model for identifying planned giving prospects is whether there is an age ceiling. The results from our survey seems to suggest there is. Once a donor reaches the age of 75, their likelihood to consider adding a charity is half of what a donor under 75 years is. Of course, you may have to wait longer to realize the gift. But your likelihood of securing the gift will be higher if you target donors under...