Ten Planned Giving Concepts for Charitable Baby BoomersTen Planned Giving Concepts for Charitable Baby Boomers

Since the 1970s, the Baby Boomer generation (those born between 1946-1964) has been fanatically studied. Are there patterns that can help us understand how this generation of 80 million thinks about charitable giving? Can we use the knowledge we have of Boomer psychographics and demographics to prescribe appropriate planned giving and estate planning tools? Over the next three decades, the Boomer audience will be the most critical group for charity in the United States, because more than 70% of charitable gifts already come from individuals born before 1964.¹ 

Let’s examine the fundamental concepts and techniques for managing planned giving strategies with the Boomer demographic. I’ve identified 10 key issues of concern to Boomers and pre...