Nathan Stelter and Cheryl Sturm

 

In this session, you'll be among the first to see information extracted from Stelter proprietary questions embedded in the 2017 Natural Marketing Institute's Healthy Aging Database® study. This one-of-a-kind research study in its twelfth year provides data showing a clear picture of where Matures (born 1900-45) and Baby Boomers (born 1946-1964) share similarities and where they differ significantly in attitude and behaviors that can drive decisions regarding planned giving.  We'll look at sources of influence, technology use patterns and key generational differences in financial planning between Matures and Boomers and suggest ways that nonprofits can take advantage of these findings by incorporating them into more targeted communications. 

 

Learning Objectives:

Attendees will learn how Matures (born 1900-1945) differ from Baby Boomers (born 1946-1964) in ways that directly affect future planned giving fundraising :

1. Trends regarding number of gift intentions.

2. Differences in attitudes regarding estate planning importance and prevalence.

3. Differences in attitudes regarding financial stability and use of financial planners.

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