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Aug 9, 2018

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 75.

Measuring Speedy Gratitude

On the first day of November, I sent out 49 small “white mail” gifts. After 3-weeks, here is what I received: Two of the gifts were returned because the address was undeliverable. Of the 47 gifts that (I think) were delivered, I have received 14 acknowledgments (30%...

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Grateful

Here it is Thanksgiving week. If you are like most people in the fundraising sector, the lead-up to Thanksgiving can be a hectic period, with the most important cultivation asks either in the mail or ready to be deployed, new donor acquisition campaigns in-home, and...

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Giving Tuesday: Is it still working for you?

In the past, some of us at Analytical Ones have been a little “Grinch-y” about Giving Tuesday. Being blitzed by emails during the workday can be overwhelming. However, we won’t knock it if it’s working! In September, Classy (the online fundraising platform utilized by...

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