The Planned Giving Blogger

The art and science of planned giving.

Archive for May 2010

The baton has been passed.

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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

60 is the new 30.

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The residents of Leisure World in Seal Beach, California, are agitating to lose the name “Leisure World,” saying  “The name no longer fits the residents who are here.”  Moreover, residents argue, there is an economic incentive to change names.

“The reason I believe that now is the time is because we are going to be getting a new demographic retiring, so-called boomers, and they don’t want to be in anything that smacks of inactivity or retirement,” said Anne Seifert, president of the Where We Live club. “The 60-years-old people are (the new) 30.”

Gift planners also have an economic incentive to change their thinking.  Do your planned giving marketing materials reflect this changing attitude?  Do your photos reflect active people in the prime their lives?  When you think of our “customer”, do you think of the woman on the left or the woman on the right?  How about both?


Phyllis


Written by Phyllis Freedman

May 3, 2010 at 11:23 pm