This report is a summary of research findings conducted by UK fundraiser Richard Radcliffe in preparation for a plenary presentation at the 22nd Annual CAGP National Conference in Halifax, Nova Scotia on April 22-24, 2015. With over 35 years of experience in fundraising and 25 of those in legacy giving, Richard is uniquely positioned to examine the current climate for gift planning, not only in Canada, but also around the globe. Richard believes that we are at the most important watershed in legacy giving any generation will ever experience. Thanks to changes in demographics, wealth, family environments and gender independence in financial planning, just about every conceivable strength, weakness, threat and opportunity is converging to produce unprecedented and explosive volatility in the charitable marketplace. While empirical research and insight is telling us more about why people donate, the how remains a gift planning professional's biggest challenge. Richard asks that key question, so often overlooked: What type of action will inspire and move a donor to not just say they will leave a legacy but to actually do it? In his own words, and based on his unmatched research and experience, Richard reveals that truly understanding who your donor is may be the game-changer that will allow your organization to reap the benefits of legacy giving for years to come.
Authors
- Bibliography, etc. Note
- Includes bibliographical references
- Control Number Identifier
- CaOOCEL
- Description conventions
- rda
- Dewey Decimal Classification Number
- 361.7/4
- Dewey Decimal Edition Number
- 23
- Distributor
- Canadian Electronic Library (Firm),
- General Note
- Issued as part of the desLibris books collection
- Geographic Area Code
- n-cn---
- ISBN
- 9781927375273
- LCCN
- HV25
- LCCN Item number
- R347 2015eb
- Modifying agency
- CaBNVSL
- Original cataloging agency
- CaBNVSL
- Physical Description | Extent
- 1 electronic text (26 pages)
- Published in
- Ottawa, Ontario
- Publisher or Distributor Number
- CaOOCEL
- Rights
- Access restricted to authorized users and institutions
- System Control Number
- (CaBNVSL)thg00974198 (OCoLC)984099981 (CaOOCEL)479014
- System Details Note
- Mode of access: World Wide Web
- Title proper/short title
- Why the profile of today's legacy donor changes everything
- Transcribing agency
- CaBNVSL
Table of Contents
- Your on-call Planned Giving team 2
- Acknowledgements 4
- Table of Contents 5
- Introduction 6
- Life in Canada is changing 7
- Typical doesnt exist 9
- What is happening around the world in legacies 10
- Percent by country of retired people making a charity legacy 10
- Countries ranked by giving as a percentage of GDP 10
- Will-making around the world 11
- Will-making milestones 11
- The fastest growing causes named in Wills 12
- Overview Canada 12
- Your on-call Planned Giving team 13
- Legacy statistics 14
- The legacy marketing conundrum 14
- The legacy campaign 17
- Your on-call Planned Giving team 18
- Research into long-term financial decision making by older people 23
- Men vs. women 23
- Couples 23
- Legacy motivations 24
- About the authors 26
- Richard Radcliffe 26
- Lisa MacDonald 26
- Your on-call Planned Giving team 27
