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.
Stacie and Jeff Cook understand commitment. They live it.
Black, Jewish and Queer. These three identities weave the fabric of who I am, but it took a long time to believe that they could exist together.
Lee and Toni Leichtag established the Leichtag Foundation in 1991 following the sale of their business. Lee and Toni were lifelong entrepreneurs with a passion for innovation and for supporting talent. They believed that only with big risk comes big reward. Both born to families in poverty, Toni to a single mother, they strongly believed in helping those most in need and most vulnerable in our community. While they supported many causes, their strongest support was for young children and the elderly, two demographics who particularly lack voice in our society.
Lifelong Baltimoreans, Rabbi George and Alison Wielechowski and their sons, 11-year-old Lennon and 9-year-old Gideon, are more than pursuing the good life in Southern California. Having moved to San Diego more than three years ago, they are fulfilling a lifelong dream.
You would think that as the executive director of San Diego LGBT Pride, Fernando Zweifach López Jr., who uses the pronoun they, has done all the coming out they possibly can. A queer, non-binary individual who has worked for many years on civil rights issues, López also speaks openly and often about their father’s family, Mexican-American migrant workers who tilled the fields of rural California.