Webinar | December 8, 2021
Recent research by LOCUS Impact Investing indicates that approximately $8.8 trillion dollars is projected to transfer from one generation to the next by 2027. With a growing precedent for giving back to the community, many individuals and families are making plans to leave assets to their chosen nonprofits. Are you one of them? Join this webinar to hear the latest statistics around this powerful transfer of wealth opportunity and learn what you can do to develop and/or enhance your organization’s planned giving program to ensure that your organization is well-positioned for success! You will hear from experts and leave with take-aways that you can put to use in your shop.
Moderator:
- Karen Rotko-Wynn, CFRE, Chief Business Enterprise Officer, Alford Group
Panel:
- Robin Callahan, CFRE, CAP, Vice President of Philanthropic Services, Greater Tacoma Community Foundation
- Travis Green, Vice President, LOCUS Impact Investing
- Janell Johnson, Philanthropic Advisor, Phila Engaged Giving
Slide Deck: Transfer of Wealth Webinar Presentation – Alford Group
Additional Resources:
- Sample Bequest Language
- Sample Bequest Intention Form
- Sample Codicil Draft
- Transfer of Wealth Toolkit – Community Foundation of Nebraska
- Gift Acceptance Policies
- SAMPLE Gift Acceptance Policies
- Leave 10 Planned Giving Toolkit
- Generation Impact: How Next Gen Donors are Revolutionizing Giving
