Release of New Special Report: Leaving a Legacy: A New Look at Today’s Planned Giving Donors

On November 6, Giving USA will release its latest Special Report, Leaving a Legacy: A New Look at Today’s Planned Giving Donors.

This report is a landmark effort in understanding today’s planned giving donors, and provides valuable insight into a key aspect of philanthropy that has not yet been extensively researched.

Data from a targeted survey of planned giving prospects and donors reveals:

  • Key trends in gift types, including bequests, charitable annuities, retirement plans, insurance policies, and trusts
  • Who is most likely to make a planned gift and their motivations
  • The importance of building lifelong, personal relationships with current and future donors
  • The benefit of receiving planned gifts of all sizes and how to engage different types of donors at all levels
  • Common misperceptions fundraisers hold about planned gifts and how to correct them

This Special Report will give you the data and analysis you need to effectively discuss legacy giving with your donors.

Available for $24.95 in digital PDF format or as a paperback book (with digital download) for $29.95. Digital downloads will be available instantly on November 6, and books will begin to ship a few weeks after that date.

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