Your Changing Clients: The Impact of Emerging Generations on Your Practice and Charitable Giving 

For the last 30 years, the Depression Era, World War II and Post-War Generations have dominated the landscape. Most financial planning, estate planning and charitable giving tools and practices were designed to meet the needs of these generations, which collectively are known as Traditionalists. With the emergence of generations born post-1946 (Leading Boomers, Trailing Boomers, Gen X, Millennials, Boomerang) known as the New Philanthropists, dramatic changes in behavior require us to rethink how we approach them for planning purposes.

Please join us as Brian M. Sagrestano, JD, CFRE, co-author of the Philanthropic Planning Companion: The Fundraisers’ and Professional Advisors’ Guide to Charitable Gift Planning, shares the latest research on how this generational shift impacts your clients, and ultimately your practice.

Learning Objectives 

 At the conclusion of this session, you will:  

• Understand the behavior differences of generational cohorts and how they impact philanthropy 
• Be able to apply generational differences to your fundraising approaches with individuals
• Have new tools to maximize revenue from existing prospects of all different generational cohorts 

About the Presenter:

  

Brian M. Sagrestano, JD, CFRE is a thought leader and sought after speaker on planned giving. Through his work as President and CEO of Gift Planning Development and as a partner at Constellation Advancement, he has helped hundreds of non-profits build new gift planning programs as well as dramatically improve the performance of existing efforts. 

 

Register Now! 

PPP Miami Members $0

PGC Members $15 ($10 Early Bird)

GMJF PAC Members $15 ($10 Early Bird) 

non members $25 ($20 Early Bird)