This session reviews results from a national longitudinal study tracking charitable estate plans among older adults across many years. Participants will learn about new and emerging trends, and how to best take advantage of them. Additionally, this study tracks the post-mortem estate distributions for over 12,000 decedents whose lifetime planning was tracked across many years. Learn what was really important, and what wasn’t, in generating actual dollars transferred to charity, and how this information can improve your results in marketing to potential bequest donors.
