Who is giving

charitable

bequests in

wills?By: Lisa Baumander

Research Question:

Originally:

What are the demographics of people

leaving bequests in their wills to charities

and what are the contributing factors in

making this decision?

Research Question:

Who has thought about putting charitable bequests in their will?

What is stopping people from putting a charitable bequest in their will?

Research Methods

Primary Sources:

Survey Monkey with 44 respondents

Secondary Sources

Paul Farthing- Gifts in Wills from Across the

Ocean AFP session

Previous studies on bequest fundraising

Statistics

Legacy campaign websites

Key Findings from my research

“Now I feel like I should be giving money to

charity and also getting a will. Like my to-do

list wasn’t along enough already.”-

anonymous respondent

What does this mean?

More then 58% of the respondents who

do not have a will said they would leave

a gift to charity when they made a will.

This is 12 times HJC’s national average

Why?

More key findings:

It is still the civic, woman with no children

who is most likely to give in their will.

Big decisions make people draft their first

will

Buying a house

Having children

Focus should also be put on younger

people drafting their first will

Remember a charity UK

“Together, we aim to do what no single

charity can do alone, making legacy giving

a social norm.”

15.7% of wills in the UK now have a

charitable gift in them compared to 14.1%

in 2000. A 10% jump!

Call to Action

Ask

Normalize

Think about reaching out to those writing

their first will

Be sensitive

Recommendations for Further

Study

More surveys

how people feel about charitable bequests

Examine what methods a charity can use to make a donor more likely to give a gift in their will

Interviews

Following a population over several years/ decades

Sources Primary

“Charitable Donations in Wills” survey written by Lisa Baumander

https://www.surveymonkey.com/s/B7SH2QV

Sources Secondary Sources:

Rovner, Mark. (September 2013) The Next Generation of Canadian Giving: The Charitable Habits of Generation Y,X, Baby Boomers and Civics. HJC.

Farthing, Paul “The Latest on Gift Giving from Across the Ocean” AFP Congress 2013. November 18, 2013.

Leave a Legacy “Statistics on Giving” accessed December 1, 2013http://www.leavealegacy.ca/program/who/

Remember a Charity UK “Remember a Charity in Your Will UK” accessed December 1, 2013 http://www.rememberacharity.org.uk/

Sargeant Adrain, Claire Routley and Wendy Scaife “Successful Bequest Fundraising: Lessons From Research” Journal of Gift Planning (2009)

NSPCC “What will you leave children?” http://www.whatwillweleave.org.uk/

SoucesYou Tube

NSPCC “What will you leave?”

http://www.youtube.com/watch?v=5rvaYoaBsmA

Remember a Charity “Ice Ceam”

http://www.youtube.com/watch?v=IyYjU8rF1HU