Overview of PG&E Planned Giving and Estates Activities 2019/2020
Explore a detailed snapshot of the Planned Giving & Estates activities for 2019/2020 at PG&E. The overview includes information on marketing materials, bequest cash trends, top states for bequest cash and new estates, relationships to Hadassah, and the average age at death of donors. Dive into the key statistics and initiatives undertaken by PG&E in the realm of planned giving and estates.
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Snapshot of Planned Giving & Estates 2019/2020 (as of 6/30/2020) Dale Marcus, Vice Chair and Lori Lasson, National Director 2019/2020 PG&E SNAPSHOT (UPDATED JUNE 30, 2020) 1
PG&E Marketing Materials Three (3) annual newsletters Yesterday, Today & Tomorrow Three (3) annual e-newsletters Charitable Gift Annuity ad in each of 6 Hadassah Magazines Birthday cards to all annuitants and members of the Legacy Society Hanukkah cards to all annuitants and members of the Legacy Members Rosh Hashanah mailing with personalized illustration to Current annuitants Annuity prospects who have previously requested illustrations Special marketing initiative to potential annuity and bequest donors in Summer 2020 2019/2020 PG&E SNAPSHOT (UPDATED JUNE 30, 2020) 2
Bequest Cash 2012 2019 Average $26.7 million per year $50,000,000 *$48,073,272 $40,000,000 $30,361,418 $30,000,000 $26,930,249 $25,488,253 $24,735,284 $21,902,896 **$18,549,198 as of 6/30 $18,938,472 $20,000,000 $17,350,024 $10,000,000 $0 2012 2013 2014 2015 2016 2017 2018 2019 2020 *Includes Rosenthal bequest $15 million; Feldner bequest $8 million. **Includes Seaman bequest $6.9 million. 2019/2020 PG&E SNAPSHOT (UPDATED JUNE 30, 2020) 3
Top States 2020 Top 5 States Bequest Cash as of 6/30/2020 (total $18.5 million) Top 5 States Number of New Estates as of 6/30/2020 (total 73 new estates) TX $407,265 Other $799,870 NY NY 16 $2,040,621 Other 25 FL $8,857,321 CA $2,980,604 FL 13 NJ 4 PA $3,463,517 PA 5 CA 10 2019/2020 PG&E SNAPSHOT (UPDATED JUNE 30, 2020) 4
What was Their Relationship to Hadassah? % of estates opened in 2019 % of estates opened in 2020 (as of 6/30) Life/Annual members (or spouses) and Associates 71% 66% Non-members 29% 34% Annuitants 6% 7% Donors exclusive of annuitants 94% 93% Non-donors 15% 25% Legacy Society Members 15% 11% 2019/2020 PG&E SNAPSHOT (UPDATED JUNE 30, 2020) 5
How Old Were They? Average Age at Death 2017 91.6 (97 known ages out of 168) 2018 (100 known ages out of 162) 90.6 2019 91.8 (78 known ages out of 131) 2020 (as of 6/30) (39 known ages out of 73) 91.8 2019/2020 PG&E SNAPSHOT (UPDATED JUNE 30, 2020) 6
How Much Did They Give During Their Lifetime? (New Estates Opened in 2017-2020) $1,001- $2,500 $2,501- $10,000 Over $10,000 $0 $1-$500 $501-$1,000 2017 38% 17% 4% 5% 9% 27% 2018 24% 29% 9% 9% 10% 19% 2019 15% 24% 13% 10% 17% 21% 2020 (as of 6/30) 25% 22% 18% 3% 10% 23% 2019/2020 PG&E SNAPSHOT (UPDATED JUNE 30, 2020) 7
How Much Did They Give During Their Lifetime (excluding annuitants)? (New Estates Opened in 2017-2020) $1,001- $2,500 $2,501- $10,000 Over $10,000 $0 $1-$500 $501-$1,000 2017 41% 18% 5% 5% 9% 22% 2018 26% 31% 9% 10% 10% 14% 2019 15% 26% 14% 11% 17% 17% 2020 (as of 6/30) 26% 24% 19% 3% 10% 18% 2019/2020 PG&E SNAPSHOT (UPDATED JUNE 30, 2020) 8
PG&E Department Telephone: 800.428.8884 Judy Palkovitz: Chair JPalkovitz@hadassah.org Dale Marcus: Vice Chair DMarcus@hadassah.org Lori Lasson, JD: National Director Lisa Smith, JD: Director, Trusts & Estates Desiree Cameron: Associate Director Melody Hobebesion, JD: Assistant Director, Trusts & Estates Anjalee Seneviratne: Planned Giving Associate Glenda Rodriguez: Senior Estates Legal Assistant Cari Neuhaus: Estates Legal Assistant Shemar Johnson: Administrative Assistant 2019/2020 PG&E SNAPSHOT (UPDATED JUNE 30, 2020) 9
