• Juliana Payne

Innovation for philanthropic impact: a whole new approach to planned giving

Help donors close the gap between their desire and capacity to give to both family and charity beneficiaries

Join us at F&P Forum 2021 in the Planned Giving stream to hear all about it.



In an Australian premiere, Catalyst Management partner and world-leading planned giving expert, Dave Smith, President and CEO of Heaton Smith, will address a new, proven global approach to planned giving.


This is an area of enormous potential for fundraisers and many nonprofits are missing out on potentially significant revenue, especially with the tremendous intergenerational transfer of wealth from baby boomers to millennials now underway.


Using a values-based planned giving methodology has resulted in planned gift sizes far higher than the average in the US. More than 50% of gifts resulting from the values-based method have an average gift of US$515,000, compared to an average of just under US$80,000 for planned gifts generated from the ‘usual activities’.


A research-based questionnaire is used, which focuses on the donor – their current and future needs, their family wealth transfer goals, and their philanthropic goals drive all discussions and recommendations.


Discover how values-based planned giving helps donors close the gap between their desire and capacity to give to both family and charity beneficiaries.


Dave Smith will present this session via livestream from Atlanta, USA

Join us at 10.30am at the F&P Forum on 1 September 2021. Click for registration details.

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