Welcome to the 2018 AFS Annual Meeting, being held this year, in conjunction with FPA in Chicago!
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Tuesday, October 2 • 3:30pm - 4:20pm
F1a - Charitable Estate Planning Among Donors to Different Types of Charities [CFP Estate Planning]

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This study explores whether lifetime donors to different types of charities have varying charitable bequest attitudes. Previous research tells us that bequests are important for charities, and potentially a largely untapped resource for charities, given the disproportionate amount of lifetime donors compared to bequest donors. This paper hypothesizes that among donors to high personal benefit causes, such as those creating shared goods benefiting the donor, interest in a charitable bequest (which offers no opportunity for receiving such benefits) will be relatively less than among donors to low personal benefit causes, except that religious causes are high benefit but donors will express higher interest in charitable estate giving. In order to explore this, each charitable type is categorized as “high personal benefit,” “mixed personal benefit,” and “low personal benefit.”

Author(s): Jennifer Lehman, Russell James

avatar for Jennifer Lehman

Jennifer Lehman

Assistant Professor, George Fox University
I received my PhD in personal financial planning at Texas Tech University and am currently enjoying my one year appointment at the University of Utah. Current research is on diversity issues in charitable planning. I have JD and MPA degrees from UNC-Chapel Hill. I love road trips... Read More →

Tuesday October 2, 2018 3:30pm - 4:20pm CDT
Michigan 1A

Attendees (5)