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Aug 9, 2018

Planned Giving – The Age Ceiling

Recently, we did a large sample national survey of donors in the United States. We asked a wide variety of questions and we will be blogging about some of the donors’ responses. This is our third blog on planned gifts.

One question that is often debated in developing a model for identifying planned giving prospects is whether there is an age ceiling. The results from our survey seems to suggest there is.

Once a donor reaches the age of 75, their likelihood to consider adding a charity is half of what a donor under 75 years is.

Of course, you may have to wait longer to realize the gift. But your likelihood of securing the gift will be higher if you target donors under 75.

Fundraising Forward

Postage rates and problematic delivery are making me rethink how fundraising might need to adapt moving forward. In 2024, First Class postage is a whopping 73 cents (who knew when those “forever” stamps don’t put the amount on them?) and nonprofit postage is between...

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