Planned Giving

Research Reveals What the Kids Will Think of Your Charitable Intentions

In a scientific study, researchers posed the following question to the 31 percent of Americans aged 30+ who expect to or have already received an inheritance:

"Suppose someone other than your spouse were to leave you an inheritance. If they had also decided a nonprofit organization would get a percentage, something like 5 percent to 10 percent, in all honesty, do you think you would wish they had left 100 percent to individuals rather than to organizations, or do you think a gift to an organization is a reasonable choice?"

The Results: How Loved Ones Really Feel About Sharing Their Inheritance
72%: A gift to an organization is a reasonable choice
17%: Not sure
11%: Wish 100 percent would go to individuals

If you are considering including OASIS in your estate plans, you need not be concerned that loved ones will object. As you can see from the results, the majority of individuals would agree with your charitable wishes.
Source: 2009 Stelter Donor Insight Report


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The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.