This paper compares pre-death charitable testamentary expectations with post-death distributions for deceased panel members in the 1995-2006 Health and Retirement Study. Most respondents who reported having a charitable estate plan in the survey wave immediately prior to their death ultimately...

Previous research has studied the characteristics associated with the presence and amount of charitable giving. However, few of these studies have explored the relationship between financial planning horizon and philanthropic donations, especially large donations. Using cross-sectional and...

This study explores both whether lifetime religious giving tendencies extend to religious estate giving attitudes and whether underlying charitable estate giving attitudes, rather than documentation, may serve as the key barrier to charitable estate planning. Data from the Panel Study of Income...