In the next 25 years, an estimated $8 trillion is expected to pass to charities. Much will come as gifts in wills or trusts, or as a beneficiary designation of retirement accounts or other financial assets. For the first time ever, the largest group of Americans (i.e., Baby Boomers, aged 56-74) occupies two key economic behavioral groups: those creating estate plans and those contributing the most to charity. Baby Boomers are a key audience for local shelters, where many volunteer and/or adopt. This session will cover the planned giving basics and offer easy and economical suggestions on how to capitalize on this important source of revenue—even without dedicated fundraising staff.

Presenters

  • Marni Hayman | Senior Director of Bequests, The Humane Society of the United States
  • Ann Kolakowski | Senior Director of Planned Gifts, The Humane Society of the United States

Friday, May 8 | 3:15 to 4:15pm Marketing/Fundraising Standard

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