What Donors Are Saying About Bequest Potential

The majority of donors with bequests don’t tell you that they have named you in their wills. So how do you steward them if you don’t know who they are? And, what is the real potential among your other donors who could become planned gift donors if they got what they needed?

In this session, Penelope Burk offers her latest findings from The 2018 Burk Donor Survey in which thousands of donors offered their views on gifts in their wills.

Additionally, Penelope will share data on how Canadian donors are managing their philanthropy differently today from a decade ago, what inspires their loyalty and generosity in a rapidly changing world, what donors expect from the causes they support and why this affects fundraising at the highest level (i.e. planned giving) as much as it affects annual fundraising.