Gifts that Help Baby Boomers Build Retirement Income

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
 
Conference Year: 
NCPP 2017
$30.00
Recent News & Events
Learn More in the New Year
Jan 03, 2018
At CGP, we're committed to improving the art and science of the charitable gift planning process. We equip members with...
More
CGP January Advocacy Update
Jan 17, 2018
Please join CGP for our monthly advocacy updates with our contact in Washington, Perry Wasserman. Our...
More
The New CGP Shop is Here
Dec 15, 2017
Tap into education that will take your career to the next level. Search for conference papers, on-demand webinars, and l...
More
Year in Review: CGP Board Chair
Dec 20, 2017
I am proud to have contributed to the evolution, some might even say revolution, of this association. We have worked tir...
More
Related Resources
The (Baltimore) Raven Says Nevermore: Creative Advanced Gift Annuity Planning
This highly interactive session presents three case studies.  First, a donor is trying to understand the differe...
View
Grandparents are on Facebook: Social Media's Impact on Planned Giving
Nonprofits have more communication tools to engage with their planned giving donors than ever before. Since Apple's...
View