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10 Indicators For Estate Plan Donor Targeting
December 23, 2020
Gender and childlessness have always been among the leading indicators for charitable gifts in estate planning. New research has identified a top 10 list of lifetime characteristics that are most important in predicting charitable transfers.
“The Emerging Potential of Longitudinal Empirical Research in Estate Planning: Examples from Charitable Bequests” is based on the Health and Retirement Study (HRS), which includes nationally representative data that has come out biannually since 1992. The HRS tracked more than 14,000 people since age 50 to connect lifetime giving and other characteristics and planning and seeing where estates actually have been transferred.