Bequests: getting gifts in wills right

Premium

Sourcing bequests for your organisation? Helen Merrick reveals new Include a Charity research that will assist in helping you with getting gifts in wills right.

 

Bequests - getting gifts in wills rightNew Australian research into gifts in wills provides detailed insights into a core audience who plan to leave a gift. Quiet and reserved they may be, but this group is incredibly valuable, with most planning to leave bequests to multiple charities – many of which are presently unaware that they will.

The report, Getting Around to It: How to Promote More Gifts in Wills, which was commissioned by Include a Charity and undertaken by More Strategic, was informed by a series of interviews with 18 bequestors aged 50 plus from five charities. Not surprisingly, at the core is a generation from the post-depression era who inherited their parents’ values and are infused by a cultural responsibility to work hard, live frugally and give back.

“They see their wealth in terms of being…

This is a premium content story for subscribers only. To access the full story please either login, subscribe, or take out a free trial.