This innovative report provides statistical insights to show the power of planned gifts, the role of planned gifts in campaigns, and guidance for projecting planned gifts based on realization data.
The State of Planned Giving in Fundraising report grew out of a desire and need to answer questions from our nonprofit partners about legacy giving. It compiles data from multiple projects conducted by CCS Fundraising’s Gift Planning Practice Group, including two surveys of 600 nonprofits about legacy giving, and draws on key research from Giving USA, Dr. Russell James, and other sources. Key findings include:
- Legacy gifts comprised more than 16% of overall fundraising and 11% of campaigns.
- The average legacy gift is significantly more than the average annual gift.
- Unknown legacy gifts are likely of considerable value.
- No clear relationship exists between legacy gift revenue and endowment size.
- Legacy societies are underutilized as a powerful donor acquisition and retention tool.
More Insights
Enhance Your Year-End Fundraising With Gift Planning
Year-end fundraising campaigns are an opportunity to provide donors with every possible option to support your mission.
2023 Philanthropic Landscape, 12th Edition
Featuring essential philanthropic research from all major sources in the industry, this exclusive report examines key themes in American philanthropy and the latest data on giving by US individuals, foundations, and corporations.
