Whitepapers
Omnibus Bill: IRA Transfers for Life-Income Gifts Now Possible
For many years, the charitable community has sought legislation that would treat a transfer from an IRA for a life-income plan (gift annuity, charitable remainder annuity trust, and charitable remainder unitrust) as a qualified charitable distribution (QCD). We are pleased to report that the Consolidated Appropriations Act of 2023, also known as the omnibus bill, which was passed by Congress and signed by the President in December 2022 ...
Seven Key Suggestions for Operating Your Gift Annuity Program with Low CGA Rates and Historically Low Interest Rates
Worried about what's going to happen to your gift annuity program with low interest rates and decreasing CGA rates? This whitepaper presents seven key suggestions for helping your gift annuity program in light of the recent decrease in CGA rates ...
Click or Skip? What Words Work Best with Donors in Planned Giving Marketing?
This study of engagement metrics looks at four years of data, analyzing thousands of print newsletters and eNewsletters and tens of thousands of headlines. It looks at the click-through rate (CTR) of key planned giving words and terms such as bequest, gift annuity, and legacy—and arrives at surprising conclusions about what the main drivers of high CTRs actually are.
Pentera's National Survey Findings: Best Practices for Marketing to Planned Giving Donors During COVID-19
This whitepaper describes four best practices for marketing to donors that should be used during the pandemic—and provides dozens of real-world examples of marketing messages.
Best Practices for Stewarding Planned Giving Donors During COVID-19
This whitepaper analyzes the findings of a recent Pentera survey of hundreds of planned giving departments in all nonprofit sectors across the nation. It looks at changes in stewardship strategies during the pandemic and presents best practices for stewardship.
The SECURE Act and How It Affects Charitable Planning
This whitepaper discusses the implications for charitable planning (including the IRA rollover) of the SECURE Act, which is new legislation designed to help ensure that retirees don’t outlive their assets.
Planned Giving Strategies for Women and Men During Retirement Years
This whitepaper is a report based on How Men and Women Give Around Retirement, a study by the Women’s Philanthropy Institute of the Lilly Family School of Philanthropy at Indiana University
The Planned Giving Study
New Insights from Data on Planned Gifts
This whitepaper, unlike most planned giving research, analyzes actual data on planned gifts and donors. It addresses significant questions such as: At what age do planned gifts become more likely? How likely are multiple gifts from the same donor? Which donors make the largest gifts?
Using Engagement Metrics to Help Cultivate Prospective Planned Giving Donors
This whitepaper explains why engagement metrics are so important in planned giving, how engagement is measured, and how to use Pentera’s Engagement Pyramid to establish a plan for cultivation of prospective donors and for moves management.
Generational Marketing for Planned Giving
This whitepaper describes the five adult generations currently in America and how they think, act, and give differently. It offers detailed tips on how you can market to each cohort, from the Greatest Generation to the Baby Boomers to the Millennials. For each generation the whitepaper lists common traits, strategic gift options, and practical marketing strategies for you to use.
Women in Philanthropy: They Have the Wealth.
Do You Have the Tools You Need to Reach Them?
This whitepaper explains the four key ways that women donors are different from men and presents five strategies for how you can work with women donors. It explains the reasons for the historic wealth transfer to women, documents the generosity of women, and analyzes how women philanthropists think differently from men.