Is the Great Wealth Transfer Finally Here?

I keep asking this question every year around this time (when I finally get updated Giving USA and VSE numbers) and the answer….

How about checking out this short presentation of the various data points I look at and whether we are seeing long anticipated wealth transfer or not.

If you remember, the Boston College prophets predicted a huge flow of funds to nonprofits from a wealth transfer.  Well, it has been over 20 years and we haven’t seen much besides an uptick here and there.  Still, the numbers tell a story that nonprofits should pay attention to.

If you are interested in purchasing the actual powerpoint slide deck for $25, click here!!!!

Oh, and please check out our summer training programs by clicking the training tab above or click here!!!!!!!!!!!!!!!



  1. Great content, especially for creating context for the magnitude of wealth that is and will continue to transition. Can’t help but lament that with 125 million adults without a will, many of them being HNW, will make no effort to engage their family in a conversation about philanthropy and specifically planned giving. Keep writing on this subject, you are making an important contribution.

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