Description

This Giving USA Special Report, Leaving a Legacy: A New Look at Planned Giving Donors 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.

This listing is for the digital version of the Leaving a Legacy Special Report. To purchase the print edition, visit this page.

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