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Jul 31, 2018

Planned Giving – Lowering the Bar

As I mentioned in my last blog, we recently 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. This is our second blog on planned gifts.

Check out this graph:

Not surprisingly, the higher the annual income of the donor, the higher the probability they have already included a charity in their estate plan (blue bar).

But what’s surprising is that the biggest opportunity for winning new estate gifts (orange bars) are from donors in the $75,000-$250,000 annual income group.

Usually, most charities go after their most wealthy donors when prioritizing estate gifts prospects. Our survey data shows that if we lower the income bar we will close more estate gifts.

Choose A1OI Rather than AI

Seems like everyone is talking about how ChatboxGPT (and AI in general) are going to transform the world. As Google CEO Sundar Pichai has said, “AI is probably the most important thing humanity has ever worked on. I think of it as something more profound than...

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The Secret about Last Fall

We have been wading through buckets of data evaluating donor performance for this past fall. And while we still have a lot of data to get through, a clear narrative has been established: While fall 2022 was soft compared to the prior year, it is still way better than...

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Prevailing Over the Fear of Uncertainty

There is an awful lot of uncertainty in our world right now: war in Europe, recession, inflation, layoffs, and climate change. Adding to this environment of uncertainty are the recent Congressional rumors of major tax overhauls, entitlement cuts and government...

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