The Planned Giving Blogger

The art and science of planned giving.

The baton has been passed.

with 2 comments

I’m prepared to go on record today as announcing that the baton has officially passed from our elders to the silent generation and, more emphatically, to the Boomers.  Look no further than yesterday’s post about Leisure World and then this recent NY Times article, “Boozy, Bawdy Reality TV, With a Few Wrinkles” if you need any further evidence.  That bulge in the pipeline we’ve been talking about for six decades has finally arrived at the doorstep of gift planning.  It may be that we’re still going to have two wait two decades or longer for their gifts to mature, but pay attention we must.

Phyllis

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Written by Phyllis Freedman

May 4, 2010 at 11:57 pm

2 Responses

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  1. I agree. Canadian author William Gibson puts it this way: “The future is already here, it’s just not widely distributed.” In interactions with donors and client staff, it’s clear that we are passing through a subtle, but noticeable attitudinal shift in how people look at and feel about charitable gift planning. This bodes well for groups that focus on vision; less positively for groups that continue to focus on selling planned gifts as products.

    Kevin Johnson
    http://www.RetrieverDevelopment.com

    KEVIN JOHNSON

    May 5, 2010 at 11:07 am

  2. As usual, Phyllis, your remarks on right on. In my white paper “A Call to Action to the Planned Giving Community”, I make the point that the first boomer came to be in Jan. 2008 and that P/G pro’s may want to position their product/service as a supplement to gov’t entitlement programs and other shrinking traditional retirement vehicles. After all, there’s 16 more years of boomers coming at us, wouldn’t it be great if we had an answer?

    Steffan Cress

    May 5, 2010 at 3:53 pm


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