More than $30 trillion in wealth will transfer from one generation to the next over the course of the following three decades. As annual giving to nonprofits drops due to recent changes in the tax code, this "Great Wealth Transfer" represents an opportunity for planned giving to make up for that loss — but only if nonprofits take action now to cultivate their supporters.
FreeWill’s first annual Planned Giving Report — in which we analyze data from the first 50,000 wills created on our free online will-writing tool — is an industry first. Never before has there been such an in-depth planned giving report, highlighting key giving trends across age, gender, marital status, geography, and other key metrics you wouldn’t expect like pet ownership!
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