The following information is presented as a snapshot of donor trends in planned giving.
Source: National Committee on Planned Giving, NFO Research, Inc.
Donor Demographics | AGE | BEQUEST | CRT* | 18-34 | 3% | 6% | 35-44 | 14% | 10% | 45-54 | 26% | 18% | 55-64 | 22% | 20% | 65-74 | 20% | 23% | 75 or older | -- | 24% | Mean | 58 | 62 |
| INCOME | | | Under $20,000 | 11% | 10% | $20,000-$34,999 | 12% | 12% | $35,000-$49,999 | 13% | 11% | $50,000-$74,999 | 22% | 16% | $75,000-$99,999 | 14% | 14% | $100,000-$124,999 | 12% | 12% | $125,000-$149,999 | 5% | 7% | $150,000-$174,999 | 4% | 4% | $175,000 and over | 8% | 16% | Median (in thousands) | $60.4 | $70.7 | Mean (in thousands) | $75.9 | $86.3 |
| Reasons Donors Make Planned Gifts | | Charitable Request | CRT* | | Desire to support the charity | 97% | 91% | | The ultimate use of the gift by the charity | 82% | 79% | | Desire to reduce taxes (income or estate) | 35% | 77% | | Long-range estate & financial planning | 35% | 76% | | Create a lasting memorial for self or loved one | 33% | 44% | | Relationship with a representative of the charity | 21% | 41% | | Encouragement of family or friends | 13% | 32% | | Encouragement of legal or financial advisors | 12% | 48% | | Avoidance of tax on capital gains | -- | 69% | | Increased income | -- | 52% |
*Charitable Remainder Trust |
