Whitepaper: The Planned Giving Study
New Insights from Data on Planned Gifts

Read all of the findings and implications from THE PLANNED GIVING STUDY
New Insights from Data on Planned Gifts

  • Commissioned by Pentera President & CEO Claudine A. Donikian
  • Researched and written by the Indiana University Lilly Family School of Philanthropy

Answers to Many of Your Planned Giving Questions Are Included in This New Study Sponsored by Pentera

  • At what age do planned gifts become more likely?
  • How likely are multiple gifts from the same donor, and does the donor’s location matter?
  • Do legacy society members make larger gifts than nonmembers?
  • Do childless donors make larger gifts than donors with children?
  • What percentage of university gifts are from alumni, and do alumni make larger gifts?
  • Does the 80/20 rule apply in planned giving?

View a short video clip of Claudine being interviewed about The Planned Giving Study

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