Sheraton Uptown, Albuquerque, NM, USA
Sunday, April 23 • 1:00pm - 2:30pm
E2B-Consumer Attitudes Regarding End of Life Charitable Planning

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This paper presents results from the first nationally representative study of attitudes regarding end of life charitable planning with detailed respondent information. The upcoming transfer of generational wealth has drawn much attention. The current study adds important context to understanding the charitable component of that transfer. In particular, the importance of childlessness suggests that charitable estate transfers will become increasingly important as the rate of childlessness among older adults in the US will be increasing substantially over the next two decades and beyond. Further, the results provide interesting contrasts in generational attitudes towards estate giving to charitable and religious organizations. Finally, these results provide the first glimpse of information about the charitable estate planning attitudes of those under age 50.

Speakers & Presenters

Russell N. James, III

Professor, Texas Tech University
avatar for Jennifer Lehman

Jennifer Lehman

Visiting Assistant Professor, University of Utah
I received my PhD in personal financial planning at Texas Tech University and am currently enjoying my one year appointment at the University of Utah. Current research is on diversity issues in charitable planning. I have JD and MPA degrees from UNC-Chapel Hill. I love road trips... Read More →

Sunday April 23, 2017 1:00pm - 2:30pm

Attendees (2)