Life Income Gifts and Donor Lifetime Value
Uncovering the Strategic Opportunity Hidden in Life Income Giving
Our research investigated a fundamental question: Do life income gifts catalyze increased donor engagement and giving?
Significance
This first-of-its-kind study with BWF and TIAA Kaspick analyzed 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. Download now to receive key findings and recommendations.
Summary
Life income gifts are not merely deferred revenue tools—they are powerful engagement catalysts that significantly increase annual giving, repeat commitments, and overall donor lifetime value. Life income gifts represent a small percentage of overall charitable giving, but individual gifts can be substantial in size, leading to significant impact on the charities that secure these gifts. Despite their significant potential impact on nonprofit financial sustainability, life income gifts remain underutilized in the broader philanthropic landscape.
Missed our webinar? You can watch the webinar recording on the report findings.
Download the Results
About TIAA Kaspick
TIAA Kaspick provides comprehensive planned giving services for charitable organizations nationwide. We work in close partnership with our clients and their donors to provide the essential elements of a well-managed planned gift: sophisticated asset management, timely and accurate administration, fundraising and stewardship support, and informative reporting. As specialists in planned giving, we have developed our systems and services to meet the needs of our clients and their donors. Our services are comprehensive and highly integrated. Our experienced staff and innovative approach have set a very high standard for planned gift management and administration.
About BWF
For over 40 years, BWF has been committed to advancing the critical work of the world’s leading hospitals, health systems, research institutes, children’s hospitals, educational institutions, and healthcare NGOs. BWF, a full-service philanthropic consulting services company, provides nonprofits with campaign management, high-net-worth fundraising, organizational consulting, data science, digital marketing, and more.
