2023 Planned Giving Report

In the report we share more about the latest trends shaping planned giving and the steps you can take to grow planned giving in 2024.

2023 Planned Giving Report

About the report

This report is an analysis of estate plans and charitable bequests made through FreeWill’s platform from June 2022 through May 2023. Explore the trends influencing the modern will-maker and donor in our in-depth report on estate planning and legacy giving in 2023 — including strategies you can use for 2024.

What’s inside:

  • Key trends in planned giving and what those trends mean for your nonprofit
  • Estate planning insights by demographics
  • Legacy giving by cause area
  • Strategies you can use to increase planned giving potential in 2024 and beyond
Download your Planned Giving Report today!

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