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.

1. The best place to see
Conservation in
action

4. Education
Engagement
STEM
learning

5. World Center for Birds of Prey
Budget – $500,000
Visitation – 52,000
School children served – 5,000
Volunteers – 143
Staff – 5

6. Planned
Gifts• Wills & Bequests
• Life Insurance
• Retirement Plans
• Mutual Funds/ Bonds
• Charitable Remainder
Annuity Trusts/ Unitrust
• Physical property

7. Planned
Giving
Strategy
1. Awareness
2. Participation
3. Recognition

8. 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

9. Questions?