August 01, 2010

Research Reveals What the Kids Will Think of Your Charitable Intentions

Have you thought about including Lewis & Clark in your estate plan—as the beneficiary of your retirement plan assets or as a recipient in your will, for example—but hesitated because you were worried about providing for your family? New research reveals how your loved ones feel about sharing their inheritance.
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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 Lewis & Clark 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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