At CGP, we're committed to improving the art and science of the charitable gift planning process. We equip members with relevant resources, including hundreds of guidelines, articles, model documents and samples through our various platforms.
Every three years, CGP conducts the Gift Planner Profile survey to learn more about the characteristics and work of charitable planners. Responses come mostly from CGP members, but others in the community can also respond to the survey. Earlier this year, more than 700 people responded to the eighth profile survey. Among other things, we learned…
In the latest report from the Nonprofit Research Collaborative, fewer organizations are reporting growth in charitable receipts in 2016, compared to 2015, but the number of organizations reporting growth in planned gift revenue has not decreased. CGP has partnered with the Nonprofit Research Collaborative since 2013 to collect data on charitable giving across the nonprofit sector. Among the 800 U.S. nonprofits that responded to the most recent NRC survey, 51% reported on new planned gift commitments and 69% reported on gifts that were realized in the past year. When compared with 2015 results, planned giving continued to be a strong source of development revenue. (Read an earlier post, Tips from Research: Preparing for the Next Recession, to see how planned giving has performed since 2004.)
Another study has confirmed Russell James’s finding that people are more motivated to make legacy gifts by stories that feature living donors. The online survey completed by 2,518 US adults, found that those who had read stories about living – as opposed to deceased – legators expressed an even greater interest in leaving a legacy. The participants all reported significantly greater interest in making a bequest gift than making a donation within the next three months after they read vignettes of donors’ life stories and their planned charitable bequests.
The most recent Nonprofit Research Collaborative report suggests overall health and a largely positive outlook for planned giving activities and income. The report of fundraising results through the end of 2015 also looks back through data collected since 2005. In 2015, 58% of 760 responding organizations reported increased planned gift receipts, the highest in the decade of trends being surveyed.