This presentation will focus on findings received from Giving USA’s Special Report, “Leaving a Legacy: A New Look at Planned Giving Donors.” Sarah chaired the Giving USA Foundation’s committee responsible for publishing the report and will highlight and discuss findings around:

Who is most likely to make a planned giving and their motivations
The importance of building lifelong, personal relationships with current and future donors
The benefit of receiving planned gifts of all sizes and how to engage different types of donors

Sarah will also highlight analytics Marts & Lundy uses to segment prospect populations and forecast opportunity in the context of planned giving and the “Leaving a Legacy” report.