Attorney and planned giving expert Jonathan Gudema reviewed key data points (Giving USA, VSE/CASE, IRS, Census Bureau and more) to determine if the “Great Wealth Transfer” — as predicted in the mid-1990s — is finally happening now, in 2021.
This online presentation is not just an eye-opener, it goes against almost everything the so-called experts predicted — including a dip in donations we were warned about and never occurred.
Jonathan’s presentation includes over 60 data-filled slides, including the actual PowerPoint so that you can create your own presentations. That’s right — we’re giving you the rights!
Other questions that Jonathan addresses:
So, is the wealth transfer really happening? You decide after this webinar.
Don’t wait. Register today to learn more and get the edge you need to succeed.
PS: Be on the lookout for a free download of our Pocket Guide for Board Members right after you register.
Jonathan has over 20 years of experience working with and advising individuals and non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. In addition to being a practicing attorney, he has also played key roles in helping non-profit organizations manage planned giving programs, working with staff, donors and their advisors in cultivating and closing significant planned gifts.
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