Planned Giving 2030 Important Charitable Tools for Baby Boomers is FREE courtesy of Stelter Company
1 Lesson / 59 Minutes / FREE
In this one-hour webinar, Paul Caspersen, CFP®, MS, Assistant Vice President and Sr. Philanthropic Advisor for the Office of Estate & Gift Planning at the University of Florida Foundation, will share planned giving strategies for your donors born between 1946 and 1964. Nationally, about 10,000 baby boomers will turn 65 every single day through the year 2030. Boomers are the first generation impacted by divorce and blended families, requiring unique approaches to estate and charitable planning.
Attend this webinar to: + Discover why a high percentage of baby boomers have different estate planning needs compared to other modern generations + Uncover how marital trusts can help to ensure a higher percentage of bequests will be realized by your organization + Understand how the Tax Cuts and Jobs Act of 2017 has changed the thinking behind some traditional estate planning techniques + Gain confidence to discuss the tools and techniques of charitable estate planning with your donors and their advisors, while taking into consideration the donors’ personal objectives