Allegiance Group + Pursuant’s Post

Millennials are the generation that saves the most! In 2023, Millennials in the U.S. saved an average of $9,299.45 with Gen Z falling to second place at an average of $6,440.67. For those unsure of how to start saving, 3rd Decade helps by pairing you with a financial mentor who evaluates your finances and creates a personalized financial plan to help you meet your goals. Happy World Savings Day! #3rddecade #nonprofit #financiallit

It still amazes me how much I can learn when I just stop and listen. As a wealth advisor at Morton Wealth, I have listened to many conversations with Baby Boomers about how they don’t understand the money choices their children make. On the other hand, when talking to Millennials I frequently hear that they wish their parents would open up their wallets and spend a bit more to enjoy life. This can be a tough topic with lots of potential for conflict between generations with different life experiences. At the recent Morton Wealth 2024 Investor Symposium, my (#Millennial) colleagues, Stacey McKinnon and Beau Wirick, CFP® and I (representing the #BabyBoomers) took a deeper dive into this fascinating issue. Did you know that Baby Boomers had accumulated 30% more wealth by the age of 35 than Millennials at the same age? Why is that? Did we as Baby Boomer parents completely fail to teach our children how to save? Or, did the Great Financial Crisis delay the wealth accumulation process for Millennials to the point where they may never catch up? Feedback from the audience told us this is an important issue and worth more exploration and understanding. To get the conversation started, watch for the video of “How Different Generations Think About Money” coming soon from the Morton Wealth team.

Upper Iowa University’s 8th Annual Giving Day is only ONE WEEK AWAY and we are stoked about this year’s challenge - “Battle of the Generations!” If you haven’t already done so, be sure to mark your calendar for Wednesday & Thursday, April 24 & 25. Team up with fellow Upper Iowa supporters from YOUR generation and make a huge difference with your gift! It's a simple, two-step process. 1) Select Your Generation (Silent Generation, Baby Boomers, Generation X, Millennials, or Gen Z) 2) Choose Your Fund! To learn more or make an early gift now, visit UIU.EDU/GIVINGDAY!

Millennials are reimagining generosity, and it's inspiring: Discover how this generation is bringing fresh energy to philanthropy and challenging churches to connect more deeply with their mission. Curious about the future of giving? This article offers an insightful look into how millennials are shaping a new era of meaningful generosity.

Interesting insights on millennial investing which has lessons for the philanthropy world.   - Communication should be ‘frequent, timely and interactive’ - Alternative methods of engagement such as ‘podcasts, webinars and interactive platforms’ - Being part of communities ‘online and offline’, they want to feel ‘connected’   Younger investors are shunning the methods that were used for their parents and grandparents. ‘Put simply, the next generation of investors is fundamentally different from predecessors. They are digital-first, demanding transparency, engagement and accessibility’ #philanthropy #investing #millenials #giving

While all generations prefer to give online using a credit/debit card, there is some variance in what delivery method most inspires each generation to give. Millenials and Gen X are most inspired to give by social media, while Baby Boomers still prefer email. Are you keeping track of trends in giving to inspire your target market? #philanthropy #onlinegiving

Is your funeral home ready for the future? Don't miss out on key insights to engage Millennials & Gen Z. Our new podcast episode is live! https://lnkd.in/gPaARHEy Millennials and Gen Z are digital natives who value authenticity and transparency. To connect with these generations, we need to: Humanize our brand: Share employee stories, showcase community involvement, and offer behind-the-scenes glimpses of our facilities. Speak their language: Use clear, relatable communication and avoid technical jargon. Foster interaction: Host live Q&As, create engaging polls and quizzes, and offer virtual tours. Embrace technology: Offer online pre-planning resources, explore VR technology, and create personalized memorial websites. Showcase social responsibility: Promote eco-friendly funeral options and partner with local charities. Let's adapt and thrive in the changing landscape of the funeral industry! #funeraldirectors #funeralhomes #millennials #genz #futureofdeathcare #authenticity #technology #community

September AL!VE Academy: Bridging Generational Communication Gaps in the Nonprofit Workplace September 23, 2:00 P for 60 minutes Boomers, Gen X, Millennials, and Gen Z: there are four generations in today's nonprofit workforce, and with such wildly varying communication styles and preferences in play, miscommunication is virtually inevitable - or is it? This workshop focuses on ways to address or eliminate common sources of friction, leverage the communication strengths of each generation, and set up your multigenerational team for healthier, more effective communication. Register here: https://ow.ly/Qtqe50SYUAA #lovols #vmlearn #volmgt

September AL!VE Academy: Bridging Generational Communication Gaps in the Nonprofit Workplace September 23, 2:00 P for 60 minutes Boomers, Gen X, Millennials, and Gen Z: there are four generations in today's nonprofit workforce, and with such wildly varying communication styles and preferences in play, miscommunication is virtually inevitable - or is it? This workshop focuses on ways to address or eliminate common sources of friction, leverage the communication strengths of each generation, and set up your multigenerational team for healthier, more effective communication. Register here: https://ow.ly/Qtqe50SYUAA #lovols #vmlearn #volmgt

September AL!VE Academy: Bridging Generational Communication Gaps in the Nonprofit Workplace September 23, 2:00 P for 60 minutes Boomers, Gen X, Millennials, and Gen Z: there are four generations in today's nonprofit workforce, and with such wildly varying communication styles and preferences in play, miscommunication is virtually inevitable - or is it? This workshop focuses on ways to address or eliminate common sources of friction, leverage the communication strengths of each generation, and set up your multigenerational team for healthier, more effective communication. Register here: https://ow.ly/Qtqe50SYUAA #lovols #vmlearn #volmgt