Leaving a Legacy: A New Look at Planned Giving Donors — Print Edition
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Leaving a Legacy: A New Look at Planned Giving Donors — Print Edition

Regular price $29.95

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.

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.

Available for $24.95 in digital PDF format or as a paperback book (with digital download) for $29.95.