Collaboration Lab

When Boomer Bosses Meet the Millennial Mindset

Kelly Taylor and Robert Mueller

THURSDAY, OCTOBER 18, 2:00 – 3:00 p.m.


How does a 30 -year hospice fundraising veteran learn to navigate the challenges that come with shifting generations and changing perspectives on living, giving, death and dying? This session will explore this question and related concepts in an interactive session centered on the application of trend data through real world case study discussion. A Boomer vice president and Gen-X consultant will present facts, figures, and fictions relevant to the discussion then turn to "ask the audience" for their advice and feedback through a facilitated exercise. Attendees will experience different perspectives, be exposed to new concepts, and learn to be open in talking about how to find benefit in the subtleties of generational dynamics in the context of charitable gift planning.

Learning Objectives

  1. Attendees will experience diverse perspectives regarding the dynamics that come with generational shifts in the workplace, in the community and in the family.
  2. Attendees will be exposed to new concepts and perspectices with time for discussion and application through real world case studies.
  3. Attendees will demonstrate openness to generational subtleties and how they can be used as a benefit to donor engagement with charitable gift planning.


CFRE: Approved for 1 point  

CAP: Approved for 1 hour CE Credit

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Kelly Taylor


Clients often hear Kelly say “You can do it! Now let’s get started!” She lives to energize others into action. Kelly is an activator. She wants to understand the context of a situation, explain why it happened, in order to find solutions to nuanced problems. She has a gift for making the complex seem simple and works best as a hands-on trainer. Kelly also has a strong sense of commitment and is highly motivated to see things carried through to completion. Her work is a way of life, not just a job. In search of significance Kelly strives for what’s exceptional, what’s excellent and what’s authentic. Mediocrity is her nemesis. Kelly takes risks and gladly meets new challenges. She believes that philanthropy is an expression of our human connectedness.

In her efforts to design a life well lived, Kelly co-founded Trek Advancement in 2009. Trek’s guiding philosophies of good governance, solid leadership, donor-centered fundraising and mission focused action help clients build sustainable fundraising efforts. Kelly is a planned giving nerd and uses this passion to navigate comprehensive fundraising campaigns. A talented strategic thinker and influencer, Kelly enjoys working with clients to define their strategic goals and help them create their unique roadmap for success. Kelly likes to engage in conversations either one or one or with an audience of hundreds.

Robert Mueller


Robert J. "Bob" Mueller is Vice President of Development for Hosparus Health, the nonprofit Community Hospices of Louisville, southern Indiana, and central and southern Kentucky. Bob has over 40 years of experience in fundraising, public relations, public speaking, promotional activities and counseling. As a bishop of the United Catholic Church and a member of the Federation of Christian Ministries, Bob brings a rich understanding of the spiritual and emotional dimensions of life. In his presentations, Bob offers ways to renew the spirit and mind as well as the body.

A regular contributing author to Today's Woman and Today's Transitions magazines and a weekly columnist in The Oldham Era, Bob has been recognized for his series "Positive Living" and integrates these concepts and illustrations in his presentations. Bob's three books, Look Forward HopefullyThe Gentle Art of Caring and Create a Better World are available through amazon. For more information about Bob, visit his website: