Over the next 20 years, the world will experience the greatest transfer of wealth in history. Baby boomers approaching retirement and the Silent Generation (preceding boomers) will pass down $84.4 trillion in assets through 2045, with $72.6 trillion going directly to heirs. Coinciding with Estate Planning Month, this workshop will help demystify the transfer of wealth, including your next targeted audience – and it may not be who you think. Understanding the great transfer of wealth is an opportunity strengthen your nonprofit through legacy giving.
1 CFRE* credit.
Facilitated by Sharleen Wollach, Chief Impact Officer at the Jewish Community Foundation of San Diego.