Download - Who is giving charitable bequests in wills?
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Who is giving
charitable
bequests in
wills?By: Lisa Baumander
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Research Question:
Originally:
What are the demographics of people
leaving bequests in their wills to charities
and what are the contributing factors in
making this decision?
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Research Question:
Who has thought about putting charitable bequests in their will?
What is stopping people from putting a charitable bequest in their will?
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Research Methods
Primary Sources:
Survey Monkey with 44 respondents
Secondary Sources
Paul Farthing- Gifts in Wills from Across the
Ocean AFP session
Previous studies on bequest fundraising
Statistics
Legacy campaign websites
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Key Findings from my research
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“Now I feel like I should be giving money to
charity and also getting a will. Like my to-do
list wasn’t along enough already.”-
anonymous respondent
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What does this mean?
More then 58% of the respondents who
do not have a will said they would leave
a gift to charity when they made a will.
This is 12 times HJC’s national average
Why?
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More key findings:
It is still the civic, woman with no children
who is most likely to give in their will.
Big decisions make people draft their first
will
Buying a house
Having children
Focus should also be put on younger
people drafting their first will
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Remember a charity UK
“Together, we aim to do what no single
charity can do alone, making legacy giving
a social norm.”
15.7% of wills in the UK now have a
charitable gift in them compared to 14.1%
in 2000. A 10% jump!
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Call to Action
Ask
Normalize
Think about reaching out to those writing
their first will
Be sensitive
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Recommendations for Further
Study
More surveys
how people feel about charitable bequests
Examine what methods a charity can use to make a donor more likely to give a gift in their will
Interviews
Following a population over several years/ decades
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Sources Primary
“Charitable Donations in Wills” survey written by Lisa Baumander
https://www.surveymonkey.com/s/B7SH2QV
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Sources Secondary Sources:
Rovner, Mark. (September 2013) The Next Generation of Canadian Giving: The Charitable Habits of Generation Y,X, Baby Boomers and Civics. HJC.
Farthing, Paul “The Latest on Gift Giving from Across the Ocean” AFP Congress 2013. November 18, 2013.
Leave a Legacy “Statistics on Giving” accessed December 1, 2013http://www.leavealegacy.ca/program/who/
Remember a Charity UK “Remember a Charity in Your Will UK” accessed December 1, 2013 http://www.rememberacharity.org.uk/
Sargeant Adrain, Claire Routley and Wendy Scaife “Successful Bequest Fundraising: Lessons From Research” Journal of Gift Planning (2009)
NSPCC “What will you leave children?” http://www.whatwillweleave.org.uk/
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SoucesYou Tube
NSPCC “What will you leave?”
http://www.youtube.com/watch?v=5rvaYoaBsmA
Remember a Charity “Ice Ceam”
http://www.youtube.com/watch?v=IyYjU8rF1HU