THIS WORKSHOP HAS BEEN POSTPONED. New date to be announced.
This presentation will describe a values-based methodology of Charitable Planned Giving. The United States is presently in the midst of the largest wealth transfer in history. It has been predicted that before 2052, approximately $41 trillion will transfer from Baby Boomers (1943-1960) to their children. In order to take advantage of this historic transfer of wealth, nonprofit organizations should seriously consider strategically advancing planned giving procedures for identifying, educating, and cultivating such potential donors.