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Planned giving: wealth is not a prerequisite.

W J Moran1

  • 1St. Luke's Hospital Foundation, Kansas City, MO.

Fund Raising Management
|January 9, 1992
PubMed
Summary
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Focus on retaining consistent donors and volunteers, particularly older individuals without direct heirs, for sustained support and legacy planning.

Area of Science:

  • Philanthropy and Non-profit Management
  • Gerontology and Estate Planning

Background:

  • Consistent donor and volunteer engagement is crucial for non-profit sustainability.
  • Identifying potential long-term supporters, including older demographics, is key for future planning.

Purpose of the Study:

  • To identify key demographics for sustained donor and volunteer support.
  • To explore strategies for engaging individuals with no direct heirs in philanthropic activities.

Main Methods:

  • Analysis of donor and volunteer retention data.
  • Demographic profiling of consistent supporters.
  • Qualitative assessment of engagement factors for older individuals.

Main Results:

  • Consistent engagement is higher among older donor and volunteer groups.

Related Experiment Videos

  • Individuals without direct heirs show increased interest in legacy giving.
  • Targeted outreach to these demographics can enhance long-term support.

    • Conclusions:

    • Prioritizing consistent donors and volunteers, especially older individuals without heirs, maximizes resource allocation.
    • Developing tailored legacy giving programs can secure future funding and support.