Go In-Depth with Pentera's Research-Based Whitepapers


Planned Giving Strategies for Women and Men During Retirement Years

This whitepaper is a report based on How Men and Women Give Around Retirement, a study by the Women’s Philanthropy Institute of the Lilly Family School of Philanthropy at Indiana University

Request Now »

The Planned Giving Study
New Insights from Data on Planned Gifts

This whitepaper, unlike most planned giving research, analyzes actual data on planned gifts and donors. It addresses significant questions such as: At what age do planned gifts become more likely? How likely are multiple gifts from the same donor? Which donors make the largest gifts?

Request Now »

Using Engagement Metrics to Help Cultivate Prospective Planned Giving Donors

This whitepaper explains why engagement metrics are so important in planned giving, how engagement is measured, and how to use Pentera’s Engagement Pyramid to establish a plan for cultivation of prospective donors and for moves management.

Request Now »

Click or Skip? What Words Work Best with Donors in Planned Giving Marketing?

This study of engagement metrics looks at four years of data, analyzing thousands of print newsletters and eNewsletters and tens of thousands of headlines. It looks at the click-through rate (CTR) of key planned giving words and terms such as bequest, gift annuity, and legacy—and arrives at surprising conclusions about what the main drivers of high CTRs actually are.

Request Now »

Generational Marketing for Planned Giving

This whitepaper describes the five adult generations currently in America and how they think, act, and give differently. It offers detailed tips on how you can market to each cohort, from the Greatest Generation to the Baby Boomers to the Millennials. For each generation the whitepaper lists common traits, strategic gift options, and practical marketing strategies for you to use.

Request Now »

Women in Philanthropy: They Have the Wealth.
Do You Have the Tools You Need to Reach Them?

This whitepaper explains the four key ways that women donors are different from men and presents five strategies for how you can work with women donors. It explains the reasons for the historic wealth transfer to women, documents the generosity of women, and analyzes how women philanthropists think differently from men.

Request Now »