GIFT PLANNING

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^{WHAT TYPES OF GIFT SOURCES OR VEHICLES ARE ORGANIZATIONS RECEIVING?}

Donor-Advised Funds rose in popularity above family foundations, and bequests rose over appreciated assets in 2023.

The percentage of participants receiving gifts and/or pledges from the sources indicated are consistent to last year.

More than 8 out of 10 participants receive gifts from donor-advised funds and family foundations.
Cryptocurrency fell slightly, which was expected given the downturn in the cryptocurrency markets.

^{* E.g., stocks, securities
** Qualified retirement plan beneficiary designations and/or IRA-qualified charitable distribution
*** E.g., charitable remainder trust, charitable remainder unitrust, charitable annuity lead trust, charitable unitrust lead trust, and/or pooled income funds
**** E.g., giving circles, pooled funds}

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^{WHAT BARRIERS ARE ORGANIZATIONS FACING IN ACCEPTING MORE NONCASH CONTRIBUTIONS?}

Most organizations get 20% or less of their gifts in noncash assets and report a lack of dedicated planned giving staff.

The greatest obstacles to receiving more noncash contributions are donor awareness, communication related to noncash options, or both. According to CCS's The State of Planned Giving in Fundraising: Legacy Gifts as the Future Cash Opportunity report, organizations with at least 1 dedicated planned giving staff person raised 300% more than those with part-time or no dedicated staff.

EXPLORE DATA FOR YOUR SECTOR

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Dive into the intricacies of gift planning and see how it can help your organization.

KEY GIFT PLANNING TAKEAWAYS:

The future of wealth is in noncash assets.
Fundraisers should aim to secure as many of these gifts (for immediate and deferred use) as possible.
Dedicated staff is vital for increasing revenue from noncash assets.

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^{CCS FUNDRAISING KEY INSIGHT}

Consistent with prior years, organizations with larger budgets capture more contributions from noncash assets. However, the percentage of organizations with smaller budgets receiving noncash assets is increasing.