USM Foundation

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Baby Boomers and Planned Giving: A Very Special Generation or Just Typical Old People? 

Thursday, March 9, 2023
10:00 am – 11:30 am
Zoom

In this irreverent and entertaining session, Dr. James reviews nationally representative data on Baby Boomers and their planned giving. Beyond simple statistics, this session demonstrates how these demographic realities, and age-related psychological factors, should change how and when you communicate planned giving information to Boomers. If you want a session based on hard data that goes beyond “just so” stories with obligatory pictures of Woodstock, Vietnam, and Neil Armstrong – then this is the place for you!

Presented by Russell N. James III, J.D., Ph.D., CFP®, Professor & CH Foundation Chair in Personal Financial Planning, Director of Graduate Studies in Charitable Planning at Texas Tech University, Lubbock, TX
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