Blending Planned Gifts with Cash Is on the Rise

Blending Planned Gifts with Cash Is on the Rise

Here's a humorous true story that helps illustrate a new study's finding that blended gifts are increasing: ...

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The Pentera Blog

Blending Planned Gifts with Cash Is on the Rise

Blending Planned Gifts with Cash Is on the Rise

Here's a humorous true story that helps illustrate a new study's finding that blended gifts are increasing: ...

Wealthy Women Donors Will Go Public About Their Gifts in Order to Inspire Others

Wealthy Women Donors Will Go Public About Their Gifts in Order to Inspire Others

Planned giving officers regularly deal with donors who are reluctant to go public with their charitable gifts through donor stories and other publicity.…

Higher-Wealth Parents Influence Charity by Daughters Much More Than Sons

Higher-Wealth Parents Influence Charity by Daughters Much More Than Sons

Adult daughters of higher-wealth parents are much more likely to give to charity if their parents give, whereas adult sons' charity does not depend on…

Bequests Are Expected to Increase This Year and Next

Bequests Are Expected to Increase This Year and Next

A projected increase in estate giving during the next two years is expected to hold following an analysis of the Tax Cuts and Jobs Act and current economic…

Pentera CEO to Present Study Findings at AFP’s International Conference

Pentera CEO to Present Study Findings at AFP’s International Conference

Pentera President & CEO Claudine A. Donikian will present implications and recommendations from the Pentera-sponsored Planned Giving Study at the…

Meeting with Wealthy Donors Is Key to Charitable Giving

Meeting with Wealthy Donors Is Key to Charitable Giving

Like most planned giving officers, you probably spend a lot of time meeting with and talking to prospective donors, developing relationships. A new study…

The Tax Cuts and Jobs Act: Charitable Strategies for 2018

The Tax Cuts and Jobs Act: Charitable Strategies for 2018

The Tax Cuts and Jobs Act, signed into law by the president in December of 2017, affects the income tax of both businesses and individuals and the federal…

Joy of Giving to Charity Is Real - Especially When Women Are Involved

Joy of Giving to Charity Is Real - Especially When Women Are Involved

A new study has found that the joy of giving to charity is real and that in most cases the more you give, the happier you are. The very highest "life…

Asking the Right Way Can Triple the Likelihood of a Bequest - And Double the Amount

Asking the Right Way Can Triple the Likelihood of a Bequest - And Double the Amount

People getting professional help writing their wills are three times as likely to include a charitable bequest - and make gifts twice as large - when they…