Bequestor data analysis: What 3000 bequests tell us about the people who leave them, and the effect on the future
Include a Charity commissioned the in-depth research piece with the top-flight estate administration firm Bequest Assist because they have a shared goal: to increase gifts in Wills giving in Australia and serve the charitable sector. They shared some of this data at their session at the Conference – which was incredibly well-received.
Morgan Koegel, Client Services Manager, at Bequest Assist says: “Our hope is that this research not only answers some of the questions that charities have been pondering about bequests, but also provides a profile of past bequests and bequestors. By examining the nature of gifts in Wills and the people who left them, charities can build a better understanding of who may leave a generous bequest in the future.”
