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| Today is September 7, 2010 |
2009 Conference, Oct. 14-17, 2009, National Harbor, MD |
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Resources - Related Sites
The Partnership's research report, Planned Giving in the United States
2000: A Survey of Donors, is available for purchase. The cost for the report is $30. Click
here
(pdf) to order the survey.
What you'll learn in the report...
The incidence of planned giving in the United States has increased
slightly since 1992, according to a national survey of more than 1,500 planned gift donors. Legal and financial advisors appear to
play a much more significant role in the gift planning process than they did eight years ago. This may be attributed in part to the
increasing affluence and financial sophistication of donors in a strong economy. However, the desire to support charity remains
the primary motivation for most donors, while tax and other financial considerations continue to be secondary.
Increased efforts of charities to secure planned gifts are also
evident in the survey. The percentage of donors citing a contact with the charity as their first source of the idea for a bequest or
charitable remainder trust has increased substantially since 1992. The majority of planned gift donors have made multiple gifts to
charity, including outright gifts of cash and various planned gifts.
These conclusions are based on data collected from respondents
to the National Committee on Planned Giving’s second major survey of planned gift donors. The first survey was conducted in
1992. Earlier this year, the Partnership employed NFO Research, Inc., to screen 170,000 U.S. households to locate living donors of three
types of planned gifts: bequests, charitable gift annuities and
charitable remainder trusts. A sample of those donors, balanced to represent the U.S. population, then received a detailed
questionnaire that asked about their relationship with the beneficiary(ies) of their gifts, their giving history, the factors
motivating them to give and many other facets of their philanthropic behavior. More than 1,500 questionnaires were returned, providing
a statistically valid look at the characteristics and behavior of American planned gift donors. |
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NCPG Resources
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