Whitepaper: The Planned Giving Study
New Insights from Data on Planned Gifts

Read all of the findings and implications from THE PLANNED GIVING STUDY
New Insights from Data on Planned Gifts

• Commissioned by Pentera President & CEO Claudine A. Donikian
• Researched and written by the Indiana University Lilly Family School of Philanthropy

Answers to Many of Your Planned Giving Questions Are Included in This New Study Sponsored by Pentera

• At what age do planned gifts become more likely?
• How likely are multiple gifts from the same donor, and does the donor’s location matter?
• Do legacy society members make larger gifts than nonmembers?
• Do childless donors make larger gifts than donors with children?
• What percentage of university gifts are from alumni, and do alumni make larger gifts?
• Does the 80/20 rule apply in planned giving?

View a short video clip of Claudine being interviewed about The Planned Giving Study