The Surprising Impact of Life Income Gifts

What really happens to a donor’s annual giving after they establish a life income gift? Conventional wisdom suggests it might decline, after all, these gifts often represent significant financial commitments. But what if the opposite is true? What if life income gifts not only transfer assets and provide income but also deepen relationships and inspire even greater generosity?

In this webinar, BWF and TIAA Kaspick will share findings from a first-of-its-kind study analyzing more than 20 years of donor data across three institutions. The results reveal a compelling and encouraging connection between life income gifts and increased outright giving.

Join us to explore what these findings mean for your fundraising strategy. You will learn how life income gifts can:

• Create powerful, mutually beneficial outcomes for both donors and institutions.
• Strengthen, not silo, your overall fundraising program.
• Turn stewardship into transformational, long-term partnerships.

Join us to discover how life income gifts can unlock greater generosity, deepen donor relationships, and fuel growth across your entire program.

Josh Birkholz, Chief Executive Officer and Co-Owner, BWF

Josh Birkholz is the CEO of BWF, the nonprofit service and technology company known for its innovations in elevating philanthropy around the world. Josh is a leader in big philanthropy and an architect of the business of fundraising. He is the author of the books Fundraising Analytics (Wiley, 2008) and Benefactors (Wiley, 2022). Josh was recently the chair of the Giving USA Foundation and is an instructor at the Rice University Center for Philanthropy and Nonprofit Leadership.

Kari Clark, Associate Vice President, BWF

As an associate vice president at BWF, Kari Clark utilizes her wealth of experience including her expertise in planned giving, principal gifts, campaign planning, and board development to support and guide nonprofits primarily located in the Midwest region. 

Mark Ladendorf, Chief Client Relationship Officer, TIAA Kaspick

Mark Ladendorf oversees relationship management and new client transition teams. Prior to joining TIAA Kaspick in 2008, he was president and CEO of The Lutheran Hour Ministries Foundation and director of advancement for Lutheran Hour Ministries in St. Louis. Mark has served on the national board of the Association of Lutheran Development Executives and as co-chair of the 2007 International Educational Conference.