Beyond the 1%: Wealth in the Top 10% of American Households

While the 1% has captured the public’s imagination, there is a broader narrative about wealth and affluence in America that many overlook.  For 2024 and beyond, let’s shift the spotlight to realize the significant gift planning opportunities that exist with donors in the top 5% and 10% wealth households.  The data are eye-popping! Why Nonprofits […]

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Ideal Gift Planning Prospects: Married Couples Versus Single, Never Married Donors

A well-structured and robust gift planning program can benefit both donors and nonprofit organizations. Importantly, the characteristics and motivations of ideal gift planning prospects may vary based on their marital status. Many gift planning presentations that I have attended over the past twenty years included the following question:  Who are the best planned giving prospects?  The […]

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