Planned Giving Programs That Are Limited to Bequests May Be Leaving Money on the Table

Planned Giving Programs That Are Limited to Bequests May Be Leaving Money on the Table

Planned giving donors use a wide variety of gift vehicles—and planned giving offices that limit their programs to bequests are likely leaving money on the table, according to The 2016 Planned Giving Study sponsored and funded by Pentera.

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The Pentera Blog

Planned Giving Programs That Are Limited to Bequests May Be Leaving Money on the Table

Planned Giving Programs That Are Limited to Bequests May Be Leaving Money on the Table

Planned giving donors use a wide variety of gift vehicles—and planned giving offices that limit their programs to bequests are likely leaving money…

Transformational Blended Gifts Help the Charity and the Donor

Transformational Blended Gifts Help the Charity and the Donor

Blended gifts are a hot topic in planned giving today—and for good reason: Combining different types of charitable gifts can be transformational to…

Pentera Webinar Feb. 8 Discusses How to Help Donors During Uncertain Times

Pentera Webinar Feb. 8 Discusses How to Help Donors During Uncertain Times

Concerned about how to help donors through these uncertain times of rising interest rates, a bullish stock market, and a new presidential administration?…

Planned Gift Tops List of Million-Dollar Gifts in U.S.

Planned Gift Tops List of Million-Dollar Gifts in U.S.

Million-dollar gifts in the United States were up dramatically in 2015, according to a new study—and the largest one of all was a planned gift. The…

Boomers Will Be No. 1 in Planned Giving - And These Six Strategies Can Help

Boomers Will Be No. 1 in Planned Giving - And These Six Strategies Can Help

Baby Boomers are currently second among generations making planned gifts but soon will become the largest group of donors, according to The 2016 Planned…

Volunteering Led by Working Mothers and the Elderly

Volunteering Led by Working Mothers and the Elderly

Volunteering, which is a key predictor of making a planned gift, remained strong in 2015—with working mothers and the elderly leading the way.…

Size and Type of Planned Gifts Impacted by Whether Donors Have Children

Size and Type of Planned Gifts Impacted by Whether Donors Have Children

It’s well known that childlessness is a top predictor of making a planned gift, but The 2016 Planned Giving Study sponsored and funded by Pentera…

Effective Marketing Can Help Reveal Surprise Bequests

Effective Marketing Can Help Reveal Surprise Bequests

Top consultant Jon Heintzelman speaks from experience when he explains what a mysterious "saver" donor is (donors who confound planned giving…

Nonprofits Are Dissatisfied with Their Storytelling Abilities

Nonprofits Are Dissatisfied with Their Storytelling Abilities

While storytelling has become one of the most popular marketing and fundraising strategies for nonprofit organizations, the vast majority of charities are…