It’s estimated that over the next 25 years, Baby Boomers will pass an estimated $70 trillion to younger generations as well as benefit charitable organizations they care about. This transfer has been underway since 2011 when the oldest Boomers turned 65. Analytics and prospect research help you identify Boomers, Gen X and Millennial constituents throughout your database for varying segments groups and the cultivation strategies best applied to each, including planned gifts and gifts of assets. This presentation provides both the prospect research management professional and the major gift/planned giving professional specific guidance in identifying them.

Outcomes:

• Provide prospect researchers profile-based identification segments.

• Learn the analytic attributes and public-record data sources that support each segment.

• Take home profile templates that present digestible information to managers and fundraisers.

• Provide major gift officers selection criteria scaled to your organization’s donor program and readiness to cultivate gifts of assets from constituents.

• Provide planned giving officers selection criteria scaled to your organization’s sophistication and readiness to cultivate planned gifts from constituents.

Learn how to select appropriate giving vehicles to explore and gift solicitation amounts at the prospect-by-prospect level.