November 14, 2019 – Planned Giving Strategies With The Baby Boomer Demographic

November 14, 2019 @ 11:15 am – 1:00 pm
East End Market - Audubon Room
3201 Corrine Drive
FL 32803
Jaime Spade

Planned Giving Strategies With The Baby Boomer Demographic

November 14, 2019

Paul Caspersen, CFP

This presentation will examine the fundamental concepts and techniques for managing planned giving strategies with the Baby Boomer Demographic (those born between 1946 and 1964). It is valuable for a planned giving officers to understand several aspects of Baby Boomer psychographics, demographics, and behaviors to apply targeted messages and solutions to this critical audience.

Participants will be able to connect the planned giving concepts discussed using new insights to apply these solutions and concepts to the unique attributes of the Baby Boomer Demographic. At the end of the discussion Participants will be able to 1) identify and describe 10 key issues specifically concerning Baby Boomers; 2) evaluate solutions to those 10 issues; and 3) learn ideas to present their own solutions to their Baby Boomer donor base and broader audience.


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