Posts Categorized: Planned Giving

Last week the Hampton Roads Gift Planning Council hosted a presentation by Jeff Johnson of The Stelter Company. Jeff shared some key findings from research his company has conducted over the last few years on indicators and behavior of planned givers. I have summarized a few points below. • Among Americans age 40+, people who… Read more »

I have recently had the pleasure to work with a fairly young organization that has been named the recipient of many, generous bequests. Younger organizations should not underestimate legacy gifts. If your donors are connected and feel passionate about your organization and its mission, they may be legacy gift prospects. Wills, living trusts, retirement plans… Read more »

A client recently noted that since they didn’t have any wealthy constituents, planned giving probably wouldn’t work for their nonprofit. While the latest research shows that people who earn $100,000 and above are more likely to leave a charitable bequest, don’t forget about those loyal folks who have donated continuously—even small, annual gifts—to your organization. Frequency… Read more »