18 Percent of Wealthy Have Established a Planned Gift, Says New High-Net-Worth Study
Eighteen percent of high-net-worth households have established a planned gift, with another 7 percent planning to do so, according to a just-released study…
A Little Curiosity Can Turn Into a Big Planned Gift
Pentera recently heard a fascinating story about a planned gift that shows how important a little curiosity can be in generating financial support.
More Nonprofits Receive Planned Gifts, with Small Estates Leading the Way, Says Giving USA™
More nonprofits than ever are receiving planned gifts - especially from small estates - according to the Giving USA™ 2018 report released earlier…
Wealthy Women Who Support Women's Causes Are Also Prime Planned Gift Candidates
The profile of high-net-worth women who give at least a million dollars to women's and girls' causes also makes them prime candidates for planned…
New Pentera Whitepaper Reveals Key Marketing-List Strategies for Retirees
Planned giving offices may want to look at some new strategies for maintaining their marketing mailing lists - in particular focusing on new widows and…
New Study Confirms What Pentera-Funded Study Says About Stewardship
A recent study about donors by the Blackbaud Institute draws conclusions that are similar to The Planned Giving Study that was initiated and funded by…
Pentera Founder André Donikian Named to CGP Hall of Fame
Pentera Founder André R. Donikian, JD, recently received the highest honor of the National Association of Charitable Gift Planners (CGP) by being…
That First Donor Contact Is Crucial - And Here's a Story That Proves It
A while back a university we work with sent us a technical question about charitable trusts that included a story about how they went from being 1/3…