The Great Wealth Transfer Finally Here?

For years, I’ve been working on a powerpoint slide showing the tidal wave of the Great Wealth transfer (in projected numbers, of course) finally arriving.

I am not quite there yet on that particular slide but I have started to cull together very interesting data that shows the waves are beginning to swell!

Got your attention?  This Thursday I am giving a FREE webinar for Donor Search on this topic – CLICK HERE TO REGISTER!

Here is the rest of info on the free session:

Thu, Jun 30, 2016 1:00 PM – 2:00 PM EDT

20 years after the infamous Boston College predictions were made, are we finally seeing signs of the Great Wealth Transfer? Jonathan Gudema, planned giving blogger and obsessive, will present key statistics from the most recent sources including higher education VSE/CAE surveys, Giving USA, the IRS and more – all indicating that Planned Giving is on the rise.

An attorney and fundraiser, Jonathan has over 19 years of experience working with and advising non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options.

 

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