September 20, 2023
Wednesday
2 PM - 3 PM
This webinar contains hard facts and figures for the “nerd in us.”
In the mid 1990s, there were fantastical predictions of a $41 trillion wealth transfer, with more than $6 trillion in planned gifts going to nonprofits. It was predicted to be the dawning of a Golden Era for planned giving and nonprofits in general.
Have these prophecies finally come to fruition? Join attorney Jonathan Gudema as he examines all the relevant and available data to find out!
With more than 50 slides and charts, Jonathan digs deep and guides you through critical data from Giving USA, the IRS and VSE/CASE. He will also break down data from the IRS to determine the impact of the significant reduction in taxpayers who itemize deductions.
Don’t miss this important presentation, as his findings will be crucial in guiding your fundraising decisions for the coming year and beyond.
35% of adults in the U.S. say they or someone they know experienced familial conflict because an estate plan or will was not put in place.*
It's much more than just the fact that women live longer.
If you can’t initiate the planned giving conversation, begin a dialogue or make the ask, you risk losing the gift to someone who is more prepared.
CFRE Credits: 1 Points
Jonathan is an advisor to ultra high-net-worth individuals. He is also a planned giving consultant and coaches several charities. Jonathan resides in the NY metropolitan area.
800-490-7090
success@plannedgiving.com
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Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.
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