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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.

United statesRussell jamesLongitudinal empirical research in estate planningEmerging potentialLongitudinal empirical researchEstate planningRetirement studyPersonal financial planningTexas tech universityஒன்றுபட்டது மாநிலங்களில்ரஸ்ஸல் ஜேம்ஸ்நீளமான அனுபவ ஆராய்ச்சி இல் எஸ்டேட் திட்டமிடல்வளர்ந்து வருகிறது பொடெந்ஶியல்நீளமான அனுபவ ஆராய்ச்சிஎஸ்டேட் திட்டமிடல்ஓய்வு படிப்பு