In this report, Larry Stelter, president and CEO of The Stelter Company, recommends actions based on findings from a new national survey:
“After evaluating the results of our study on the characteristics and motivations of planned givers, we concluded that time and money can be well spent transitioning annual givers into bequest givers, and now is the perfect time to do that. In this article, we strive to shed light on the nature of this opportunity by:
• Highlighting the distinct features of and connections between annual givers and bequest givers.
• Examining how these connections present opportunities in the current world of planned giving.
• Recommending actions that will transition annual givers into planned givers, to better meet the needs of donors and secure the long-term success of charitable organizations.”
For the full report, click here.