Philanthropic Forecast for Bequests | Sharpe Group
Posted April 2nd, 2020

Philanthropic Forecast for Bequests

The Indiana University Lilly Family School of Philanthropy has released The Philanthropy Outlook, 2020 and 2021 in partnership with Marts & Lundy. Of particular interest to gift planners is the projected back-to-back growth of charitable bequests. The research indicates that charitable giving by estates should increase by 6.6% this year and by 6.5% next year. The projected growth for estate giving is significantly above the historical 10-year, 25-year and 40-year average annualized ratio of growth for this type of giving (see table). For more information, click here. ■

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