The Planned Giving Blogger

The art and science of planned giving.

Marketing estate gifts to Hispanics.

with one comment

A reader sent me an e-mail asking whether I had any knowledge of organizations successfully marketing planned gifts to Hispanics.  I don’t, but I promised to post an inquiry here.  Anyone care to share information about success or lack thereof in marketing planned gifts to this growing segment of our population?



Written by Phyllis Freedman

May 5, 2010 at 11:45 pm

One Response

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  1. According to Jay Steenhuysen in his March 1, 2001 virtual seminar presenting summary findings on the NCPG Survey of Donors 2000 – Only 1% of bequests were made by Hispanic donors; 3% of charitable remainder trusts were by Hispanic donors.

    Note: NCPG is now PPP (Partnership for Philanthropic Planning) @

    Katherine Swank

    May 11, 2010 at 11:05 am

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