Giving and Planning

Publication date: 
January, 2015
A 2015 survey explores how Fidelity Charitable® donors plan their philanthropy. This survey report examines donors’ time invested in philanthropy, yearly giving objectives, and long-term philanthropic planning. It also uncovers how age, life stage, gift size, and gender impact these approaches.
Key Highlights from the findings include: 
  • Donors approaching retirement expect to ramp up the amount of time they devote to philanthropy over the next several years.
  • Most donors have a direction for their giving but are less likely to have a concrete giving plan.
    • Donors know which charities they will give to, and many are planning for a bequest or legacy giving vehicle. 
    • Just one in five donors say they have a charitable mission statement or set of articulated goals to guide their giving, and only half know about how much they will donate each year. 
    • Donor-advised funds have helped some donors plan further in advance. 
  • Yearly donation amount correlates with the amount of time and planning donors put into their philanthropy.
    • Donors who give $100,000 or more in a year spend more time on activities related to giving than those who give less than $25,000 in a year. 
    • Donors who give $100,000 or more in a year are more likely to have a formal giving plan and identify different priorities in that plan. 
  • Men and women approach giving in different ways.
  • Compared to men, women spend more time on giving activities and are more likely to have a formal legacy plan and a set of articulated giving goals.
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