The Summit

Here Come the Boomers

Kristen Dugdale​

THURSDAY, OCTOBER 18, 10:00 – 11:00 A.M.


For many years, the for-profit sector has tried to understand the market as a whole through research on generational characteristics. That research yields evidence that the financial, behavioral and life-stage tendencies of different generations are meaningful and unique. This session will be an overview of the Boomer generation and its traits, and how they might alter the basics of our process—identifying, cultivating, soliciting, and stewarding our donors.

CFRE: Approved for 1 point  

CFP: Approved for 1 point  

CAP: Approved for 1 hour CE Credit

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Kristen Dugdale

Senior Relationship Manager, TIAA Kaspick.

Kristen Dugdale joined Kaspick & Company in 2013 after a 13-year career at the University of Colorado Foundation, where she served as General Counsel, Senior Director of Planned Giving, Associate Vice President of Planned Giving, and finally Vice President for Gift Planning. As Vice President for Gift Planning, Kristen was responsible for leading the development and integration of a comprehensive gift planning program into the overall development efforts of the University of Colorado's four distinct campuses in Boulder, Denver, Aurora, and Colorado Springs. Prior to joining the University of Colorado Foundation, she worked as General Counsel for Sovereign Financial Services, a private equity firm, and as an associate at the Denver law firm of Holme, Roberts & Owen. Kristen received her BA in Political Science and her JD from the University of Wyoming.