Boomers Never Get Old

Look up “baby boomers getting old” on Google and you might see headlines like:

Old Age Is a Myth We Need to End as Baby Boomers Retire | Time

Why Baby Boomers May Never Get Old | Fox Business

Growing Old, Baby-Boomer Style – WebMD

Clearly pieces written by Boomers not interested in admitting their own mortality.

Click the picture above for a more realistic discussion from the New York Times this weekend (not that I ever buy a newspaper anymore!).

We are all getting older – including me (turning 50 in a few weeks) – by the day!  For my 5-year-old, it’s exciting, new adventures, rapid growth.  For those turning a different corner, it is all about addressing one’s (my own, too) mortality!

And, for Baby Boomers – probably trying to hold on to that “top of their game” attitude for just a few more years – the situation is going to get acute very quickly.  Just ask the insurance industry what happens in general to people in their early to mid-seventies?

So, what does this have to do with Planned Giving?  Everything.  Donor bases are getting old rapidly. Annual and major giving eventually subsides. Planned gifts can more than replace the revenue, if your org has invested at all in Planned Giving!

Click here for upcoming affordable webinar training opportunities for your team! 

 Take a look at the below chart.  The mountain is moving into Planned Giving territory!Planned Giving Virtual Boot Camp - Session 1 Introduction to planned giving

Next Planned Giving Boot Camp Starts April 24th!

Click to learn more!

Time to get your planned giving act together!

Related imageBaby boomers getting older….

The wealth transfer is coming….

Blah, blah, blah.  The same old, same old and no real difference in the numbers for planned giving.  Right?

I know what I am about to say is self-serving (this is a blog and I’m constantly promoting myself and my services) but if you have a minute, read what I am about to write carefully.

The estate tax exemption just doubled (i.e. people can leave more to family estate tax free).  Bad for planned giving?

Wrong. Amazing for planned giving!!!


People with means are going to their estate planning attorneys.  Considering options. Redoing their estate plans.

How often does this happen with your typical planned giving prospect?  You usually have no idea unless someone tells you.

So, I am telling you this (from my estate planning practice – more than half of my business):  your wealthier donors are meeting with their estate planning attorneys NOW.

That means NOW is the time to make sure they are considering YOUR institution for some sort of planned gift!

In other words, you need to wake up your sleeping planning giving program. You need to train your staff (click here to see more on my upcoming training!). You need to put some budget towards planned giving.

Meaning: it’s time to get your planned giving act in order! The boomers will start moving on. There are a lot more of them than their predecessors and they actually have a lot of money.  Planned Giving will grow dramatically in the next few years.  You and your organization need to get ready!


We’ve had over 300 people joining our two webinars on the new tax law! Thank you to everyone who joined us, and particularly those who provided feedback!

If you missed either of these sessions and/or are interested in our materials (donor friendly text for a response pamphlet and an opinion article on the new law), CLICK HERE to purchase the package.

Tax Law Briefing Package includes:

  • Two webinar recordings (one for nonprofit leaders and one geared for  your supporters)
  • The actual PowerPoints for each webinar, to use as you wish
  • Full pamphlet language to create your own response piece)
  • Opinion article – written specifically for your newsletters