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Why deferred giving is hot.

11/07/11  2:47 PM 

What do high unemployment, economic stagnation, and accelerating wealth and income disparities mean for fundraising?

Here is Sam Caldwell's short answer from his recent keynote address at Planned Giving Day in Philadelphia:

  • Increased reliance on (and competition for) first quintile donors for major outright gifts.
  • Decreased reliance on the lower four quintile donors for major outright gifts.
  • Increased reliance on soliciting and counting revocable deferred gifts, especially in campaigns.
  • Increased reliance on "loyals" as a critical deferred giving constituency.
Posted by: Sam Caldwell

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