Conversation & Coffee
Date: November 18, 2015 at 7:30 AM
Location: Playhouse in the Park
Topic: Planned Giving for Younger Donors
The American Council on Gift Annuities 2013 study of gift annuity donor behavior reports the average age at first annuity is 79. Nonetheless, there are planned giving solutions that can be attractive to much younger donors. Younger in this case is relative. This webinar will not suggest marketing planned giving to those in their teens and 20's. Younger in this case means donors who are pre-retirement or immediately post-retirement age. Applying lessons from the latest research on donor behavior, this webinar will suggest ideas for using life income for retirement planning, easy, flexible ways to leave a bequest and how to tap the well of non-traditional planned giving donors. Jeff will discuss a variety of case studies to illustrate these concepts in practice.
Speaker: Jeffrey Lydenberg, PG Calc
Sponsors: The Fifth Third Foundation
Special Thanks to Program Host: Cincinnati Playhouse in the Park
WHAT: Conversation & Coffee
WHEN: Wednesday, November 18, 2015
TIME: 7:30-9:00 a.m.
WHERE: The Playhouse in the Park, 962 Mt. Adams Cir., Cincinnati, Ohio 45202
WHO: GCPGC members and guests
Cost: Free for all attendees, thanks to our sponsor, The Fifth Third Foundation.