Major takeaways from FreeWill’s 2024 Planned Giving Report

Planned giving is becoming more important now than ever before. In 2023, bequests were the only gift source that increased above inflation, and nonprofits who have yet to form a planned giving strategy are falling behind.

With the Great Wealth Transfer underway, we are experiencing a once-in-a-lifetime opportunity for nonprofits. Older Americans are finalizing their estate plans and making pivotal decisions about their legacies. 

However, many questions surrounding planned giving still remain. Is planned giving only for older donors? And what does this mean for fundraising today?

In this webinar, Patrick Schmitt, co-CEO of FreeWill, breaks down the top findings from FreeWill’ 2024 Planned Giving Report and strategies nonprofits can implement to make the most of this historic moment for philanthropy.

In this webinar, we covered: 

• Brand-new planned giving data for 2024
• Year-over-year planned giving trends
• Updated estate planning insights by demographics
• Strategies to maximize planned giving in 2024

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