Planned Giving: ‘How Old Are You and Did You Know You Could … ?’
Key questions
to initiate
planned-gift
discussions
with donors
of any age.
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9. Do you have a will?
Bequests are the lifeblood of any planned-giving program. According to recent surveys of charities, the average age when a will which contains a charitable bequest is signed is 80; the average age at the last gift is 82; and the average age at death is 85. Charitable bequests accounted for 7.6 percent of the total gifts in 2007, or $23.15 billion. Would your organization like to share in this largesse?
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Alexandra Brovey
and Patricia Roenigk
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