Planned giving 2030: A Philanthropic Solution for Baby Boomers

Planned giving 2030:  A Philanthropic Solution for Baby Boomers ~ Presented by Paul Caspersen, CFP, MS - Executive Director of Gift Planning, UF Development & Alumni Affairs (BIO)

Nationally there are roughly 10,000 Baby Boomers turning 65 every single day through the year 2030!   Boomers are the first unique generation impacted by divorce and blended families requiring unique estate and charitable planning strategies.  This inspired me to write an article that was published in the October 2015 Charitable Planning issue of Trust & Estates that will be summarized during our discussion.  The learning objectives are for all attendees is to leave with a deeper understanding of planned giving strategies for key donors to your organization born between 1946-1964, likely the most important segment of your donor base.

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

RSVP Deadline: Friday, May 6th

Reservations made before the reservation deadline:

$20.00 Members | $30.00 Guests