PMA Consulting, LLC

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Changing Generational Cohorts in the 21st Century

PMA invites you to join us in this special pre-conference meeting, hosted by the North Carolina Planned Giving Council.

NCPGC_LOGO_FINALPhilanthropic Planning: August 2013
Thursday, August 15, 2013
11:30 AM – 5:00 PM
Embassy Suites** – 5400 John Q. Hammons Dr. NW, Concord, NC 28027
COST: AFP & PLANNED GIVING COUNCIL MEMBERS: $55.00; NON-MEMBERS $75.00  Registration Link
Philanthropic Planning with Robert E. Wahlers, MS, CFRE

Changing Generational Cohorts in the 21st Century
For the last forty years, charities have focused their high‐end fundraising on unrestricted gifts from the “Traditionalist” generations (born Pre‐1946). With the rise of the New Philanthropists (born 1946‐present), there has been a significant generational shift in the donor base. In this session, Robert will share the latest research from his new book with co‐author Brian Sagrestano, The Philanthropic Planning Companion: The Fundraisers’ and Professional Advisors’ Guide to Charitable Gift Planning, exploring why and how charities and professional advisors must use a philanthropic planning approach when working with high net worth donors from these rising New Philanthropists. Images of world events that have shaped each generation will illustrate what has shaped the values and thereby the actions of each cohort and how and why they respond as they do to our cultivation and solicitation of charitable gifts.

Developing Transformational Gifts
Building on the information and research regarding our changing generational cohorts, Robert will continue the discussion around the process to follow that can lead to transformational gifts with the wealthiest donors among your organization’s constituents. From building a culture of philanthropy that nurtures giving to concierge stewardship, strategies and methods will be shared that will help you to explore why charities and professional advisors must use a collaborative, philanthropic planning approach when working with high net worth donors from the rising group of New Philanthropists. Special attention will be given to the common elements from philanthropic planning efforts from Princeton, Harvard, the Heritage Institute and others.

Nonprofits and For Profits – Perfect Together
Professional advisors can be an ally in working with your donors. Not only do they have a greater understanding of charitable gift planning strategies than ever before, but they also have the ear of their clients with tremendous influence over the outcome of the planning that can lead to gifts. In this interactive session, Robert will share the approach that he used with 563 advisors over a seven year period that led to more than $25 million in planned gifts.  More Information