2019 Annual Charitable Gift Report

Crystal Thompkins, David Hohler, Alexander Sherman, Joan Crain, Avery Tucker Fontaine

Several factors affected the planned giving landscape in 2018. While we cannot state with certainty the impact of these factors on new planned gift activity, the downward trend in gifts continued from prior years.

BNY Mellon Wealth Management's 2019 Annual Charitable Gift Report assesses the planned giving landscape, levels of giving and donor behavior to provide insights, context and benchmarks. This report provides analytics and observations on the charitable gift annuity (CGA) and charitable remainder trust (CRT) activity during the calendar year 2018 for over 100 nonprofit organizations, as well as insights gained from BNY Mellon's Planned Giving clients on gift acceptance policies, donor behavior and growth opportunities related to planned giving.

To read the 2019 Annual Charitable Gift Report, please download the PDF.

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