baby boomers

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!

Watch Free Webinar on the Great Wealth Transfer


Check out this free webinar on the Great Wealth Transfer!  (NOTE: the first minute or two didn’t get recorded but it picks up on the first slide)

If you have any interest in receiving a copy of the actual powerpoint (with slide data accessible) please email me at

Also, don’t forget to check out our summer planned giving training programs!

The Planned Giving Boot Camp (starts July 12th)

Beyond the Planned Giving Boot Camp (part II of the Boot Camp) (starts July 20th)

Thank you as always for checking out our programs!






Am I totally wrong

or is this country living in denial.

man-head-in-sand18% of today’s Florida population is 65 or older.  By far the largest % with only a few other states just over 15%.  No surprise.


By 2025, 33 states will have 65+% over today’s Florida.  At least 15 states, including Florida, will have 65+%’s of over 20%.  Florida’s will reach 25%.

I focus on these projections (from the U.S. Census Bureau) because the impact on fundraising is going to be staggering – and not in a good way if you don’t get your planned giving programs in order.

I am just wondering about the rest of the country.  Other industries.  Health care infrastructure.  Will there be enough of a workforce?  We are looking at 20% or more of this country in their retirement years.

The message is clear and simple for nonprofit organizations:  it is time to invest in capturing planned gifts from your baby boomer supporters before its too late.