Prospect Research for Planned Gifts

Theresa Lynch

Hello,

I was wondering if someone could help me. I'm looking for a White Paper report on planned giving. I am not sure what year it was published, but it was published by Blackbaud and it was titled "Prospect Research for Planned Gifts". It stated in the White Paper that the average bequest is $45,000 nationally. I've checked on Blackbaud and also called them. They suggested that I try here at the Blackbaud Community. Thank you for all your help.

Theresa Lynch
tlynch@girlscouts .org

Chris Nungesser

Hi Theresa Lynch‍,


I think I found the page you're looking for, but the link is no longer active (page just gives a 404 error). But I did find two things that may be useful.


I did find a paper called Prospect Research for Planned Gifts. But the version I found is from 2011, so I don't know if it's too outdated for your needs.


One of the people who wrote that paper is named Katherine Swank. I found her SlideShare page which has a few presentations related to Planned Giving. One of the presentations specifically references the white paper she wrote.


I'll attach the white paper and then below is a link to that SlideShare page:
https://www.slideshare.net/kswank/presentationsProspectResearchforPlannedGifts.pdf


Chris

Chris Nungesser

Follow-up:


The Blackbaud Institute has info:
https://institute.blackbaud.com/explorer/planned-giving-2/


From that page is an article called 24 Planned Giving Terms You Need to Know.
https://npengage.com/nonprofit-fundraising/planned-giving-glossary/


There's a section on that page that reads:

"It is generally accepted that the average bequest amount in the U.S. and Canada is around $57,000."