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Identifying Characteristic of Planned Giving Donors

Characteristics of Planned Giving Donors. OverviewWhite PaperExecutive Summary of Blackbaud's White PaperStudyCenter on Philanthropy at Indiana UniversityWhere Planned Giving Fits Donor Life Cycle" by Robert SharpWork of Thomas J. Stanley

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Identifying Characteristic of Planned Giving Donors

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    1. Identifying Characteristic of Planned Giving Donors Conference of Nonprofit Communities of Hawai‘i November 2011

    2. Characteristics of Planned Giving Donors Overview White Paper Executive Summary of Blackbaud’s White Paper Study Center on Philanthropy at Indiana University Where Planned Giving Fits “Donor Life Cycle” by Robert Sharp Work of Thomas J. Stanley & William D. Danko Two Quick Examples What PG donors in Hawai‘i look like Recap Motivations, Characteristics and Where to Find PG Donors

    3. What is Planned Giving About? Blackbaud Analytics study by Lawrence Henze, Managing Director, found: PG is about lifestyles and loyalty, not wealth Many charities feel they need to find “millionaires” Key Finding: Everyone in your annual fund program is a PG prospect Contrary to conventional wisdom – “most major gift donors have made their big donation” & “are unlikely to make a second”

    4. Planned Giving is about: Lifestyles

    5. Center on Philanthropy at Indiana University 2007 Study “Bequest Donors: Demographics & Motivations” Few individuals have named a charity (8-9%) Those “most likely to” are ages 40 – 60 Many have a bachelor’s degree Income Not a Factor Unaffected by Tax Incentives Motivated and desire to “do good” & “What’s Expected”

    6. Motivations for Making a Planned Gift National Committee on Planned Giving 97% say they “Care” about the charity 82% want to do something special 35% use PG as an income or estate tax planning strategy 21% say “they know someone at the organization”

    7. Where Planned Giving Fits Comprehensive Fundraising Model “Donor Focused” Goal Options & Opportunities to give based on where a person is in their life

    8. Options & Opportunities Donor Life Cycle – Credit to Robert Sharp

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