Bequests Around the World
Surprising Results

Americans and Canadians are among the most generous in leaving bequests to charity reports a recent study from AXA.  Thirty one per cent of American workers and 23% or Canadian workers reported they expect to leave a bequest to charity.

 

Britons are among the least generous in the world when it comes to leaving part of their estates to charity, a report claims today. Only the Dutch, Belgians, Italians and Japanese are less generous to charity than Britons in their wills.  Japan’s results weighed in at a dismal one per cent for workers and one per cent for retirees expecting to make charitable bequests, respectively.

 

Research from AXA revealed that only around 8% of Britons in work and 9% of retired people would like to leave part of their estates to good causes.

 

In Singapore, 40% of people in work intend to leave part of their inheritance to charities, the highest of any country surveyed.

  

Country

% of workers

making a charity bequest

% of retired people

making a charity bequest

 

Singapore

40%

40%

USA

31%

19%

Hong Kong

25%

32%

Canada

23%

17%

Germany

19%

16%

France

19%

13%

Portugal

17%

17%

New Zealand

16%

15%

Australia

16%`

13%

Spain

13%

11%

UK

8%

9%

The Netherlands

6%

4%

Belgium

6%

3%

Italy

2%

3%

Japan

1%

1%

  

Although most people would expect to leave part of their estate to charity, the results of this international study display an interesting contrast in rates between countries.

The National Committee on Planned Giving, an organization that provides training and support to charitable gift planners in the U.S., has recently joined in the International Coalition for Gift Planning with sister organizations in Canada and Europe. Tanya Howe Johnson, CEO of NCPG, says her organization has been working for more than 15 years to train fundraisers and raise public awareness about charitable bequests and other types of planned charitable gifts. "We see some results from our efforts. Planned giving is becoming more common in the U.S., though it hasn`t happened overnight," Johnson says. "With the European Association of Gift Planners now headquartered in London and operating throughout Europe, we would expect charitable organizations to focus on promoting bequests and an increased response from the public."

 

Most people leave their estates to their children, followed by partners, other family and charities.  However, those without wills are cautioned that their possessions may not end up with their chosen recipients.

 

Research shows that many people do not have wills.  This can lead to even more distress to the family of the deceased.  Not only do they have to cope with the death, but also the added stress of dealing with the financial aspect.

 

The survey was conducted by NOP, which questioned 9,200 people in 15 countries across the world.

 

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