Leaving a Legacy: A New Look at Planned Giving Donors
Leaving a Legacy: A New Look at Planned Giving Donors
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Leaving a Legacy: A New Look at Planned Giving Donors

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.