The worldwide pandemic has “officially” been over for some time, so now may be an ideal time to assess the health of your planned giving program and make adjustments going forward. And if your organization doesn’t have a planned giving program, the time to start one is now!
Relevant facts and figures
There are record levels of members of the 65+ population (America’s most generous age segment).- Household net worth has surged in recent years, according to the Survey of Consumer Finances.
- The S&P 500 and other market indexes have reached historic highs.
- Charitable bequests are at the highest levels ever recorded.
- IRA QCDs have continued to grow in popularity in recent years and can now be used for split-interest “income gifts.”
- Charitable gift annuities have experienced three rate increases and are currently paying the highest rates in 16 years.
From Sharpe Data to Planned Giving Program Assessments, Sharpe Group has solutions that can help your program achieve the results you and your leadership are looking for. ■
