Planned Giving – An Untapped Resource

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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 their answers over the next few weeks.

The first blog is on the untapped resource for planned gifts.

In our survey, over one-third of respondents indicated that they currently do not have a charitable gift in their will or estate but would consider adding one.

Strikingly, that was twice as many people as those who indicated they have already included a charity in their estate.

Think about that. That means potentially for every planned gift you have already secured, there are two more out there just waiting on you to ask them.

If you don’t already have a plan to land more planned gifts from your donors, you really need to make that a priority.

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