New research reports on bequests

The Australian Centre for Philanthropy and Nonprofit Studies has released two new reports examining issues pertaining to bequests in Australia, both supported by Perpetual.

Keeping Giving Going: Charitable bequests and Australians seeks to examine how Australians think about charitable bequests and to better understand the motivations, barriers and triggers affecting those who make charitable bequests or who might do so.

Keeping Giving Going provides valuable empirical evidence to support and extend the anecdotal knowledge of those working with donors in the sector, and suggests ten key recommendations for charities flowing from the study. The project is the work of Dr Kym Madden and Dr Wendy Scaife.

Every Player Wins a Prize? Family Provision Applications and Bequests to Charity deals with the interaction of family provision law and charitable bequests in wills, including qualitative research relating to practical issues which may arise with legal practitioners and with charities’ bequest officers. It comes in the context of an increase in challenges to charitable bequests by testators’ family members over recent years in Australia.

The report concludes that the increase in family provision applications stems from a number of causes, including: changes in the concept of ‘family’; changes in expectations and values; changes in the legal environment; and changes in levels of wealth. It includes some suggestions for charities that wish to put themselves in the best position with a donor before the donor dies, or in the best position when a family provision claim is notified. The project is the work of Frances Hannah and Professor Myles McGregor-Lowndes.

Both reports can be downloaded from the CPNS Wiki at https://wiki.qut.edu.au/display/CPNS/Planned+Giving+-+Bequests; executive summaries and other relevant information are also available.

Nov. 10, 2008

 Tags: topical issues, research & information, recommended reading, knowledgebank, general

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