Cultivate Donors for Bequests Early On

The report also found that people with a charity named in their will were, for the most part, between the ages of 40 and 50. Only 4 percent of retirees surveyed had named a charity in their will, and just one in four would consider doing so.

Peter Fissinger, president of Campbell & Company, says successful planned-giving cultivation involves nurturing long-term relationships that start well before donors reach retirement age.