In the blogosphere, if you don’t have anything new…well then you don’t have anything to say!!
Well here is something new (and interesting) – research from a group called Connected to Give – clicking here or the picture will take you to their website. They did an extensive study of bequest/planned giving habits in the Jewish community. But, their data is not only relevant to this community so I took some of their findings for some upcoming presentations. This one shows you 4 different “groups” – each with the percentage having estate plans and what percentage of the entire group actually leave planned gifts (presumably bequests).
Do the ratios in your head. The age 40+ Jewish $100,000+ earners group project approx. one out of every three (with estate plans) to make a charitable bequest!! The general population sees only one out of every eight (with estate plans) leaving charitable bequests.
And, look at the percentage who even have estate plans.