Testamentary giving in the United States is undergoing a structural shift driven by demographic change, the rise of retirement‑based philanthropy, and the growing ease of making non‑probate gifts through beneficiary designations. The result is a landscape where charitable bequests remain…
Charitable bequests remain a major source of philanthropic capital in the United States. Americans donated $45.84 billion through charitable bequests in 2024, according to national estimates. This figure reflects the enduring stability of legacy giving, which tends to fluctuate less than…
It was 1999 when Paul G. Schervish and John J. Havens, researchers at the Boston College Center of Wealth and Philanthropy, first introduced their prediction of the coming tidal wave of intergenerational wealth transfer which would occur as Baby Boomers…
For more than three decades, I’ve had the privilege of helping nonprofit organizations across the country generate qualified leads for planned gifts. Over that time, Caswell Zachry Grizzard has mailed millions of mail packages, conducted every type of test and…