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Just Released: New Study Shows How Active Planned Giving Programs Beat Downward Giving Trends

Crescendo just released a new study based on a survey of 371 nonprofit organizations with active planned giving programs. The survey showed the fundraising results for these programs and the factors that made most of them successful over the last year.

Some of the factors for successful programs included a focus on noncash gifts, offering donors concrete blended gift opportunities, including planned gifts and blended gifts in campaigns, increased conversations about estate planning, and the maturity of large bequests and other planned gifts.

Here are a few of the major takeaways from this year’s survey:

To read the full results, you can download the survey here. While the organizations responding to this study may not be fully representative of the experiences of all organizations, their insights are instructive. I hope the ideas shared will help your organization think about and refocus its fundraising efforts to achieve better results.

Kristen Schultz Jaarda

By Kristen Jaarda, JD, LLM, CAP®
Executive Vice President, Crescendo Interactive, Inc.

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