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Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2)

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Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2)

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Studies show that $9 trillion in assets will be passed in the U.S. from Baby Boomers to Gen X and millennials by 2027. It is imperative that fundraisers plan thoughtfully for this transfer of wealth because great opportunity exists to secure planned gifts. While many nonprofits focus on immediate funding needs, museums are in a unique position, responsible for long-term institutional preservation and collections care. It is not only prudent but necessary to develop sustainable revenue.

Studies show that $9 trillion in assets will be passed in the U.S. from Baby Boomers to Gen X and millennials by 2027. It is imperative that fundraisers plan thoughtfully for this transfer of wealth because great opportunity exists to secure planned gifts. While many nonprofits focus on immediate funding needs, museums are in a unique position, responsible for long-term institutional preservation and collections care. It is not only prudent but necessary to develop sustainable revenue.

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Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt 2/2)

  1. 1. The best place to see Conservation in action
  2. 2. Education Engagement STEM learning
  3. 3. World Center for Birds of Prey Budget – $500,000 Visitation – 52,000 School children served – 5,000 Volunteers – 143 Staff – 5
  4. 4. Planned Gifts• Wills & Bequests • Life Insurance • Retirement Plans • Mutual Funds/ Bonds • Charitable Remainder Annuity Trusts/ Unitrust • Physical property
  5. 5. Planned Giving Strategy 1. Awareness 2. Participation 3. Recognition
  6. 6. Who makes planned gifts? 1. Major donors 2. Volunteers 3. Small donors 4. Staff 5. Newsletter subscribers 6. Visitors 7. People impacted by your programs
  7. 7. Questions?

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