b'WHAT DID WE LEARN?WHAT CAN YOU DO?Legacy giving is a popular estate planning choice amongDonors: Make a plan!affluent adults.Over half of affluent U.S. adults (56%) say theyWork with a professional to define how, how much, and where plan to leave part of their estate to charity.you would like to give back while ensuring your family will be comfortable. Work with a partner like CAF America to Many future legacy donors havent documented their plansunderstand how your bequest can be leveraged for maximum yet.A quarter of affluent adults want to incorporate charitableimpact.giving into their estate plans but have not done so. This amounts to over 9.6 million of the most affluent Americans who have yetAdvisors: Talk to your clients about charitable legacy to document their legacy-giving plans. planning!If they havent already put a plan in place, there is a good chance People want their legacies to support international causes.Athey are already thinking about it, as one in four affluent adults fifth of affluent adults who want to leave money to charity plan towant to leave a bequest but havent made a plan. support international causes. Foreign Charities: Talk to your U.S. donors about their Most anticipated legacy donors report altruistic reasons forcharitable estate plans!giving , such as thinking that donating is the right thing to do,Bequest gifts are often the most significant gifts a donor makes. it benefits society, or that it will advance important causes. TaxDont miss out on this conversation with your supporters benefits are a bonus, not the selling point. their other U.S.-based grantees will ask them for similar considerations. A fifth of anticipated legacy donors indicated Many affluent non-givers havent given much thought tothey want to give to international causes, meaning there is a charitable bequests.About three in ten are unsure about whysignificant opportunity to grow your donations pipeline through theyre not giving or havent given it much thought. Others saysoliciting bequest gifts. they dont know who they would give to or plan to make such donations before their death.There are almost no differences by age, gender, race, ethnicity, or income in planning to give, causes people plan to support, or motivations behind their choice to give or not. Estate plans of affluent adults85% of surveyed affluent adults have at least one type of estate plan:62%have a life insurance policy51%have a will 50%have designated a beneficiary to an IRA36%have a family trust 15%have a charitable giving vehicle (e.g., charitabletrust, foundation, donor-advised fund, etc.)3'