Planned Giving Research Roundup: Key Findings from Claire Routley

Research reports are tasty brain food, but very tough beach reading. In this webinar, we offer the condensed versions of recent studies with UK researcher Claire Routley. Claire will share a potted summary of her overall research work before focusing on a couple of recent research findings. These include collaborations with Professor Russell James such…

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White Whale Sightings: True Tales of the Search for Mega-Gifts

White Beluga Whale is looking at the camera from underwater.

Gift planners keep hope alive for one wealthy supporter whose mega-gift turns dreams into outcomes. Hope is never a strategy, but we know those gifts are out there. We’ve already seen two this year, one a $700 million CRUT and the other a $19M charitable gift annuity. You’ve probably guessed that these gifts weren’t funded…

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