Planned Giving Calculator

Want to improve donor relationships and create a future source of income
for your agency?

  • A planned gift is usually the largest gift a donor will make
  • Planned gifts often lead to increased annual giving
  • Over $50 trillion of wealth is forecast to transfer between generations in the U.S. during the next few decades, representing a huge opportunity for your organization
  • 95% of the wealth in the U.S. is in non-cash assets
  • Making a planned gift can be a very easy process for donors
  • 80-90% of planned gifts come from simple bequests
  • Planned gift conversations deepen relationships with donors
  • Successful, mature planned giving programs can generate significant income and are ideal ways to build an endowment fund

Calculate the Potential of Planned Gifts Your Nonprofit Organization