Gift Officers Say They Need Smaller Portfolios with Better Donor Prospects
Major and planned gift officers say that only 37 percent of new donor prospects are truly qualified to make a gift and that "smaller portfolios with…
Increase in Bequests from Small Estates Is Good News for Planned Giving
"Bequests down 9 percent" was the headline about planned giving that got reported most from Giving USA 2017 - but that is not the most important…
Giving USA Report Features Pentera-Initiated Planned Giving Study
A key conclusion from The Planned Giving Study initiated and funded by Pentera—that legacy societies are effective with donors of planned…
Students Dine with Donors - Thanks to a Gift!
Charities, of course, love unrestricted gifts because they can use the funds to fill the greatest need at the time the funds arrive. Many donors, on the…
What Do Your Donor Stories Say About YOU?
Planned giving newsletters and Web sites prominently feature donor stories because gift planning officers know the stories can inspire other potential…
More Women Than Men Lead High-Net-Worth Households
For the first time ever, a higher percentage of women than men lead high-net-worth households, according to data just released by the U.S. Census Bureau.…
Create a Bank of Donor Quotes and Keep Using Them
So you publish in your newsletter an inspirational donor story—one you produced or one Pentera wrote for you. Hopefully it inspires other donors,…
Of Wealthy Americans, Widowed Women Give the Most to Charity in Their Wills
A new report from the IRS confirms that widowed women are by far the most charitable of all wealthy Americans when it comes to making gifts in their…
Donors with Lesser Connections Make Gifts That Are Just as Large, Study Finds
One of the most fascinating findings from The Planned Giving Study initiated and funded by Pentera is that donors with lesser connections to a charity make…