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Leave A Legacy SW MN - Baby Boomers and planned giving: A very special generation or just typical old people? - Shared screen with speaker view
Dr. Russell James
Free links to my books on fundraising1. The Storytelling Fundraiser: The Brain, Behavioral Economics, and Fundraising Story at https://bit.ly/38i0fQG audiobook at https://bit.ly/3ynnhQv videos at https://bit.ly/3uNsNOl slides at https://bit.ly/3swsp5s2. The Epic Fundraiser: Myth, Psychology, and the Universal Hero Story at https://bit.ly/3gGB7rb audiobook at https://bit.ly/3DqxQWJ videos at https://bit.ly/3LxANZP slides at https://bit.ly/3vo6HCf3. The Primal Fundraiser: Game Theory and the Natural Origins of Effective Fundraising at https://bit.ly/3yvXPIY audiobook at https://bit.ly/3gIYFvA videos at https://bit.ly/3GPGgaT slides at https://bit.ly/3McEu7k4. The Socratic Fundraiser: Using Questions to Advance the Donor’s Story at https://bit.ly/3mDa5oA audiobook at https://bit.ly/3Dpm13a videos at: https://bit.ly/3LA0V66 slides at https://bit.ly/3su6fRh
Dr. Russell James
5. Visual Planned Giving: An Introduction to the Law and Taxation of Charitable Gift Planning (2021) at https://bit.ly/3vVKERE videos at http://bit.ly/TexasTechProfessor6. Inside the Mind of the Bequest Donor: A Visual Presentation of the Neuroscience and Psychology of Effective Planned Giving Communication at https://bit.ly/2Kc0Gjz
Nancy Hansen
welcome everyone
Amy Pearson
What's the percent of baby boomers who have estate documents in place?
How can we best prepare our non-profits for "the ask" ??
Cindy Aegerter
Isn't there data that shows that once a charity is named in a will, something like 80% of the time it will remain there? How does that align with the idea that donors may be adding/removing nonprofits in the last version of their estate documents later in life?
Cindy Aegerter
Thanks for the clarification!
Kathy McHenry
Great information - thank you!