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But our prospects aren’t old enough for planned giving.

Research data shows that 43% of charitable bequests and 35% of charitable remainder trusts are created by individuals age 55 or younger.  Don't let the average age of your prospects be a principal determinant in whether or not you will market planned gifts. 

Too young for planned giving?  How about: old enough to plan for the future.

(Here is a slide show of interesting planned giving myths that we uncover.)

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Survey Results

  • 72% of fundraisers contribute to charity
  • 3.5% don’t care about politics
  • 1.6% Hindu; 5% Jewish; 23% Catholic ; 48% Protestant
  • 36% are more than happy with the salary they are earning
  • 51% do not care about earning a CFRE
  • 18% visit 101+ prospects a year, and they are the top earners (over 100K a year)
  • Highest salary is in academics, second in healthcare.
  • At the end of a hard day, a glass of wine was preferred two-to-one over a Martini.

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