Live Webcast: “Leaving a Legacy: A New Look at Today’s Planned Giving Donors”

Join Giving USA Foundation and The Giving Institute as experts explore new research and trends in planned giving as revealed in Giving USA’s latest Special Report, “Leaving a Legacy: A New Look at Today’s Planned Giving Donors” to be released on November 6 at

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Giving USA’s special report on planned giving shares data on donors’ motivations and experiences making their gifts from a national survey and series of interviews, including:

  • Donors’ will writing and estate planning process
  • Bequest intentions, charitable gift decisions, and key demographic characteristics
  • Specific details on donors’ largest charitable planned gifts
  • Motivations for making planned gifts broadly, as well as what donors value about the specific organizations they support
  • Insights into donors’ relationships with the nonprofits they support, including communications and stewardship preferences
  • Detailed factors about what helped and hindered the planned giving process
  • Experiences from donors supporting every charitable subsector with implications for organizations across the nonprofit sector

Understanding how to support both donors and organizations to make planned gifts of all types and sizes is essential to growing philanthropy and helping organizations create sustainable fundraising streams.


  • Elizabeth J. Dale, Assistant Professor, Nonprofit Leadership, Seattle University
  • Robert F. Sharpe, Philanthropic Consultant
  • Kathy Kielar, WTTW and WFMT Vice President of Development
  • John Brennan, President, County Line Properties and WTTW and WFMT Board Member and donor


Wm. Dave Smith, CAP, President and CEO, Heaton Smith Group

A Special Thank You To:

Lead Funder ($25,000+)

Key Funders ($1,000 – $5,000)

Aggie Sweeney, Retired, Campbell & Company

Funder ($1,000 and under)

Byrne Pelofsky + Associates