Nonprofit Life Plan Communities house the highest-propensity bequest population in American philanthropy.
This is a huge revenue opportunity for your community. Find out how much you may be missing.
Family structure predicts a bequest more powerfully than wealth
Among older adults with an estate plan, half of those with no children include a charity. Among those with grandchildren, it is 9.8%.
of charitable bequest dollars come from wills signed at 80 or older
In a mature community, the independent living population averages 85 to 86. These are decisions your residents are making now.
confirmed bequest intentions never produce a gift
This loss rate is cut in half when the organization has been in contact within the last two years of a donor’s life. Absence is not neutral, and your community has the distinct advantage of interacting with residents on a daily basis.
Health and Retirement Study and IRS estate tax filings, analyzed by Russell N. James III. Resident age data: Milliman; Mather Institute Age Well Study.
What happens when somebody finally asks the right questions at the right time…
The results speak for themselves:
- One community with 800 residents in independent and assisted living
- One CZG Legacy Advisor on campus three days per month
- 12 months of the Legacy Advisor in Residence program
- $12 million in new legacy gift commitments
- Cost per dollar raised: 1.5 cents
The gifts were already in the building. Someone finally had the conversation.
We work with your independent living and assisted living residents only — never memory care, never skilled nursing. Every figure on this page and in your report excludes them.
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8 questions — discover what your community's legacy opportunity is worth.
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No pitch on the call. We walk through your community and you decide whether there's anything worth doing about it.
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