Far Fewer Estates Are Filing Tax Returns—But the Bequest Totals Are About the Same
The total of bequests from estates filing returns with the IRS is holding steady—even though there has been a decrease in the number of estates ...
Donors Gave More in 2020 and Plan to Keep Giving in 2021, According to New Research
More than half of donors gave more to charity in 2020 than in 2019—and more than half also say they will maintain their giving this year ...
Do You Know the Most Important Word in Your Planned Giving Marketing?
What's the most important word in planned giving marketing? Maybe it's "donor." Or maybe the name of your organization ...
Pentera Research Featured in Giving USA 2021
Research by Pentera CEO Claudine Donikian is featured in the bequest section of Giving USA 2021 ...
Why It's Important to Include Impact in Your Planned Giving Marketing Materials
Planned giving departments are quite adept at donor stories but are not nearly as prolific when it comes to reporting impact ...
On July 29, Pentera presents the free Webinar, "The Board's Role in Gift Planning and How to Propel Gift Conversations ...
Women's Influence on Philanthropy Is Increasing, According to the Latest Research
Women's wealth is rising. Women are more likely to give. Women give differently. Those three statements from the Women's Philanthropy Institute…
Join a powerhouse panel of experts in Women in Philanthropy June 10 to hear about how you can connect with women donors ...
Isn't One Newsletter Per Year Enough?
In answer to a client's question, Pentera explains why frequent messaging is the most effective strategy for planned giving marketing ...