The Impact of COVID-19 on Gift Planning

The Impact of COVID-19 on Gift Planning

Marts & Lundy and the National Association of Charitable Gift Planners developed a brief survey to learn how recent events have impacted gift planning in higher education, independent schools, healthcare, community foundations and culture, arts, advocacy, research and environment (CAARE) organizations. The survey asked participants to categorize how their programs are responding, based on organizational plans as of October 2020.

More than 325 organizations responded from across the U.S. and our key findings include:

  • Donors are showing increased interest in gift planning
  • Gift planning donors have stepped up their support
  • Gift planning revenues and closure rates have increased or remained stable during the pandemic
  • Gift planning cases for support are highlighting the organization’s impact and how it is meeting community needs during the pandemic
  • Few organizations have adjusted gift planning officer metrics
  • Gift planning programs have faced budget cuts, much like the rest of development

We invite you to download the report here.