In a scientific study, researchers posed the following question to the 31 percent
of Americans aged 30+ who expect to or have already received an inheritance:
"Suppose someone other than your spouse were
to leave you an inheritance. If they had also decided a nonprofit organization
would get a percentage, something like 5 percent to 10 percent, in all honesty,
do you think you would wish they had left 100 percent to individuals rather than
to organizations, or do you think a gift to an organization is a reasonable choice?"
The Results: How Loved Ones Really Feel About Sharing Their Inheritance
|
72%: A gift to an organization is a reasonable choice |
17%: Not sure |
11%: Wish 100 percent would go to individuals |
If you are considering including Lewis & Clark in your estate plans,
you need not be concerned that loved ones will object. As you can see from the
results, the majority of individuals would agree with your charitable wishes.
Source: 2009 Stelter Donor Insight Report
Copyright © The Stelter Company, All rights reserved.
The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.