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Current CPNS Research on Planned Giving

With support from Perpetual, CPNS has been able to carry out three separate research projects related to planned giving:

  • Major Gifts carried out by Dr Wendy Scaife
    This project examines major gift giving in Australia
  • Keeping Giving Going carried out by Dr Kym Madden and Dr Wendy Scaife.
    This project examines charitable bequests in Australia.
  • Every Player Wins a Prize? carried out by Frances Hannah and Professor Myles McGregor-Lowndes
    This project investigates family provision applications as they relate to bequests to charity.
  • Foundations for Giving  carried out by Dr Wendy Scaife, Alexandra Williamson, Katie McDonald and Sue Smyllie
    This project seeks to understand the decisions behind establishing and operating a philanthropic foundation.
  • Australian Nonprofit Leadership in Fundraising by Wendy Scaife, Alexandra Williamson and Katie McDonald
    This project seeks to understand the role Nonprofit Leaders play in supporting and advancing fundraising.


Perpetual enables landmark planned giving research

It is particularly apt that a group with the name and track record of Perpetual is driving a comprehensive planned giving research agenda for Australia. Such giving is indeed 'perpetual' and means large and often enduring income streams for the nonprofit sector.

CPNS has partnered with Perpetual to create more knowledge about this important activity, particularly exploring planned giving behaviour, attitudes and practices in this country. Perpetual is providing both funding and expertise to the project, which ultimately hopes to encourage a shift in Australia's giving culture from spontaneous to planned contributions.

Project funding appropriately is from two Perpetual trusts set up by people whose planned giving continues to make an impact on the Australian community - the Samuel and Eileen Gluyas Charitable Trust and the Edward Corbould Charitable Trust.

The Importance of Planned Giving Research

From Giving Australia (2005) we know that 16% of giving is described by donors as planned, and donors who plan give on average four times more than those who are spontaneous givers. Boost the market for planned giving, especially at the higher gift levels, and the flow-on to overall donations in this country can be significant.

It is interesting that Philanthropy Australia has redefined philanthropy to be —

  • The planned and structured giving of money, time, information, goods and services, voice and influence to improve the wellbeing of humanity and the community. (emphasis added).
Future Planned Giving Research

While leaving a charitable bequest is traditionally the prime example of planned giving, other forms on the agenda for future research as part of this suite include creating a trust or foundation, such as the new Prescribed Private Funds (PPFs); creating a donor advised fund such as a community foundation sub-fund; and making major gifts.

CPNS believes this research quadrilogy can inform and guide public policy, improve the way nonprofits interact with givers, enhance the giving experience for those who give, and multiply planned giving participation.

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