Whitepaper: The 2016 Planned Giving Study
New Insights from Data on Planned Gifts

Read all of the findings and implications from THE 2016 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 2016 Planned Giving Study

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