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Only 5% of this nation’s wealth is in cash. The other 95% is in assets like stocks and property.
The typical completed planned gift is 200 times the size of a donor’s largest annual fund gift.
The average time from inception to maturity for a planned gift is 7-10 years. That’s only a few years longer than most campaign pledge periods.
Your planned giving prospect pool is probably much larger than your capital pool — it may be up to 5 times larger!
“Someday” is a code word for never. Those who even dabble in planned giving earn 50-100 percent more than those who don’t. If you wait for perfect circumstances you will never start. You are ready to begin.
Planned giving is a people business. If you love people and know how to talk to them, you can ask for planned gifts. Most planned gifts do not require an attorney, and if they do, donors will bring their own.
1 hour a week for 1 year. That’s all it takes.
Too many nonprofits are penny wise and pound foolish. You can easily give up $500,000 in bequests to save $3,000 in your budget.
People who make gifts through their wills typically increase the amount of their annual support.
Capital campaigns typically focus on 5% or less of the donor base. Planned gifts reach the “hidden constituency” (your most loyal donors). Planned gifts provide up to 30% or more of comprehensive campaign totals.
Planned giving does not affect donor’s cash flow. This makes it accessible to people of all income levels.
Your best prospects are your most loyal donors, not necessarily your wealthiest. The highest predictor for a planned giving prospect is institutional loyalty.
43% of bequests are created by individuals younger than 55, and 15% of all planned gifts are by those younger than 45.
While 69% of donors change their wills, only 25% change a gift in their wills.
Adults 55+ are the fastest growing sector of the PC purchasing public, and 40% of all U.S. adults over the age of 50 use a computer at home.
Adults 55+ are the fastest growing sector of the PC purchasing public, and 40% of all U.S. adults over the age of 50 use a computer at home.
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Reach out! We look forward to hearing from you.
We value your privacy and keep your
information private. We do not spam.