Trending Forward—Emerging Demographics Driving Planned Giving
There has been significant discussion surrounding demographic trends and the potential impact on the growth of planned giving programs. How important are these trends in philanthropic planning and establishing revocable and irrevocable planned gifts? This session presents new, previously unpublished results from a 20-year longitudinal study tracking the testamentary provisions and charitable intentions of over 30,000 older adults. In addition to the analysis of testamentary provisions, gift activity compiled from approximately 20,000 life income gifts will be analyzed and the speakers will share an overview of emerging demographic trends in planned giving.