Higher-Wealth Parents Influence Charity by Daughters Much More Than Sons
Adult daughters of higher-wealth parents are much more likely to give to charity if their parents give, whereas adult sons' charity does not depend on…
Bequests Are Expected to Increase This Year and Next
A projected increase in estate giving during the next two years is expected to hold following an analysis of the Tax Cuts and Jobs Act and current economic…
Pentera CEO to Present Study Findings at AFP’s International Conference
Pentera President & CEO Claudine A. Donikian will present implications and recommendations from the Pentera-sponsored Planned Giving Study at the…
Meeting with Wealthy Donors Is Key to Charitable Giving
Like most planned giving officers, you probably spend a lot of time meeting with and talking to prospective donors, developing relationships. A new study…
The Tax Cuts and Jobs Act: Charitable Strategies for 2018
The Tax Cuts and Jobs Act, signed into law by the president in December of 2017, affects the income tax of both businesses and individuals and the federal…
Joy of Giving to Charity Is Real - Especially When Women Are Involved
A new study has found that the joy of giving to charity is real and that in most cases the more you give, the happier you are. The very highest "life…
Asking the Right Way Can Triple the Likelihood of a Bequest - And Double the Amount
People getting professional help writing their wills are three times as likely to include a charitable bequest - and make gifts twice as large - when they…
After Donors Respond to Planned Giving Marketing, How Do You Follow Up?
A number of our clients have recently faced a wonderful "problem": The response to their Pentera planned giving marketing campaign was greater…
Planned Giving Revenue Up in First Half of the Year
More than 80% of charities say that planned giving revenue in the first half of 2017 was as good as or better than last year, according to a recently…