The oldest Baby Boomers (born 1946-1964) are celebrating their 80th birthdays this year! What is the best way to communicate planned giving information with this “graying” group? Print!
Look to the Sharpe Gift Planning Matrix® when you plan your target marketing.
- For the wealthy boomers: Noncash gifts (appreciated securities, collections and real estate), QCDs, DAFs, trusts, beneficiary designations.
- For boomers with moderate means: Cash gifts, appreciated securities, QCDs, DAFs, beneficiary designations, bequests.
- For boomers with limited means: Cash gifts, charitable gift annuities, beneficiary designations, bequests.
What does your targeted Boomer package look like?
- Branded planned giving brochure
- Cover letter
- Custom reply card (Side 1 has contact information/Side 2 has a survey)
- BRE for confidentiality
- Carrier envelope
Baby Boomers are the wealthiest generation in American history, providing the largest share of charitable contributions each year. This group is now approaching retirement, and the older members are graduating to senior status. No doubt they will continue to make their voices and actions heard and felt, so make sure you stay in touch.
Sharpe Data can help you identify Baby Boomers and their wealth levels in your donor database!
