Tim Prosser

 

The leading edge of the Baby Boom generation has already entered retirement, with many more following close behind.  Your Boomer donors have a lot on their minds, trying to match dreams of a comfortable retirement with the realities of longer life expectancy, changing retirement plan structures, the specter of market volatility, and ongoing family obligations.  This session addresses how to structure life-income gifts to help Boomers address their own  personal and financial objectives in the context of support for your organization.

 

Learning Objectives:

1. Learn to recognize and appreciate the demographic changes and changes in retirement planning that impact their work with Boomers.

2. Learn which life-income vehicles can be effectively structured to augment retirement income for donors at various stages of life, with varying personal and financial objectives (through case studies).

3. Learn to effectively plan for the risks inherent in each gift structure, and to communicate clearly to manage donor expectations, before and after the gift.

 

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit