Most advice about charitable giving is built on good intentions and gut instinct. Charitable giving expert Russell James J.D., Ph.D. , built his on evidence: a national longitudinal study that tracked older adults' charitable estate plans for years — then followed through to the actual post-mortem distributions of more than 12,000 decedents. That's not a survey about intentions; it's a record of what people actually did with their estates. In this session, Russell reveals the new and emerging trends in charitable estate planning, and — more importantly — what really moved the needle on dollars transferred to charity versus what turned out not to matter at all. If you work with clients who want to leave a legacy, or your results depend on attracting bequest donors, this session replaces assumption with evidence you can act on.
Learning objectives
- Learn the new and emerging trends in charitable estate planning among older adults, based on national longitudinal data
- Discover what actually drove real charitable dollars in the largest study of its kind — and what had no effect at all
- Apply these findings to sharpen how you market to, and plan with, potential bequest donors
