|Image courtesty of Ambro /
It seems we're getting closer. For more than 20 years, the University of Michigan’s Health and Retirement Study (HRS) has been tracking a variety of information on more than 30,000 adults aged 50 and above. Among other things, the study reports whether or not participants have a signed and witnessed will (or funded trust) and whether or not there is a charitable component to the will or trust, which allows the tracking of national trends on who has these documents and how this has changed over time. At the 2013 National Conference on Philanthropic Planning, Russell James (Texas Tech University) and Jackie Franey (BNY Mellon Wealth Management) dig into this data to see if more than 10,000 HRS respondents who died during the survey period actually followed through with charitable gifts they said they’d made.
Thursday, October 17
Find out more about Jackie Franey and Russell James and download the mobile app.
More resources from Jackie Franey and Russell James
Bleak the New Black? Motivating Donors in the New Normal (Jackie Franey and Sally Rubin, 2012 National Conference on Philanthropic Planning)
About Barbara Yeager
Barbara Yeager is the director of operations for PPP. She has worked for the organization since 1991. Her responsibilities include managing research projects for the national organization and for councils, managing education and networking programs for the National Conference on Philanthropic Planning, the Council Conversations series, and the Leadership Institute. She moderates groups in the PPP e-community and works with writers to develop original content for publication by PPP. Barbara has a master’s degree in library and information science and worked as a public librarian and as a technical writer and systems analyst before joining the PPP staff. In her community, she is a Girl Scout leader, a community gardener and volunteers as a costumer for community theater groups.