b'EXECUTIVE SUMMARYLegacy giving is a unique and meaningful form of philanthropy. It enables donors to continue supporting the causes they care about after they pass away, and due to the circumstances it allows them to give more than they could have done throughout their life. Legacy gifts are often larger than typical donations. However, most people dont consider leaving part of their estate to charitable causes unless prompted, and very few report having been prompted to think about charitable giving while creating their estate plans. For the past four decades, nearly a tenth (7-9%) of all charitable donations in the U.S. have come from legacy giving. In 2023, $42.68B was donated via bequest according to Giving USA (8% of all aid that year). THE RESEARCHIn life, affluent adultsparticularly the ultra-wealthyare more likely to donate to charity and give larger sums than average Americans. To better understand motivations for and barriers to legacy giving, we surveyed 552 U.S. adults from households making $200,000 or more. Roughly four in ten respondents had more than $1 million worth of household investable assets (not including their home).These individuals came from upper-middle-class to upper-class households, earning more than double the median American household income in 2023 ($80,610).METHODOLOGY This report is based on 552 survey responses from U.S. adults with annual household incomes of $200,000 or more. This data was collected by Centiment on behalf of CAF America between September 25 and October 6, 2024, using Centiments online panel. The sample is nationally representative of U.S. adults with annual household incomes of $200,000 or more and weighted to Census demographic information for this population including age, gender, and region (margin of error is 4%).Median respondent: 45-year-old with a household income of $250,000-299,999 and $500,000-999,999 in investable assets.2 CHARITIES AID FOUNDATION AMERICA | LEGACY GIVING REPORT 2024'