For planned giving marketing, determining who to target is always a tricky task. There’s lots of literature out there on this subject. But I found this little nugget that really stood out from the pack.
According to Russell N. James III*, “The most dominant factor in predicting charitable estate planning was not wealth, income, education, or even current giving or volunteering. By far, the dominant predictor of charitable estate planning was the absence of children.”
*Source: “Causes and Correlates of Charitable Giving in Estate Planning: A Cross-Sectional and Longitudinal Examination of Older Adults,” Association of Fundraising Professionals, July 2008. https://www.legacyleaders.ca/files/Russell%20James%20Report.pdf
Fundraising's worst oversimplification is: “People give because they’re asked.” That’s like saying those who agree…
If you’ve read our other posts about LinkedIn, you understand that the point of your…
When we conduct our Vital Signs Assessment, looking for indicators of fundraising success or struggle…
For the most part, everyone agrees that metrics are good. Accountability is good – even…
"Where do we find donors?" I'm asked that question quite a bit. To begin, let's…
FUNDRAISE SMARTER, NOT HARDER: How to Leverage Automation for Optimal Results May 8, 2024, at…