Building Bridges Between the Generations: The Role of Professional Advisors in Giving
Sponsored by: Wealth Guidance Group
The luncheon roundtable meeting will be held at the All Children's Hospital Education Conference Center located at 701 4th Street South. The meeting will begin promptly at Noon with LUNCH and the opportunity to visit with fellow SEPC members at 11:45 a.m.
Advance reservations are required.
Meeting Location:
All Children's Education Conference Center - DIRECTIONS
701 4th Street South
St. Petersburg, FL 33701
Building Bridges Between the Generations:
The Role of Professional Advisors in Giving
Presented by:
Mark Brewer
President/CEO
Community Foundation of Central Florida
For the first time in the history of America, there are five living generations. The notion of "generation" as a way of understanding differences between age groups has gained attention as we move from five to six generations. Members of a generation are linked through shared life experiences, which create a bond tying members together in what has been termed "cohorts".
Research frames how individuals who were born during the same time period and who experienced similar events during their formative years approach life, work and community. These common life experiences create cohesiveness in values, attitudes and beliefs that result in a social character distinct to each generational cohort.
The five generational cohorts (GI’s, Silents, Baby Boomers, Generation X and the Millennials) have greatly different expectations about their employers and communities; they think differently about volunteering and charitable giving; they make buying decisions differently; and they have very specific likes and dislikes about media and how messages are communicated to them.
A greater understanding of generational cohorts and their differences enable communities and professional advisors to understand and minimize points of conflict and to create solutions that will engage these distinctly different groups in their philanthropy.
This 1-hour review, including Q&A about the cohorts and their collective points-of-view will provide a better understanding of how generations look at philanthropy, each other, and their professional advisors.
