Is the Great Wealth Transfer Finally Here? RECORDING

Tuesday, December 31 2019, 12:00 PM - 1:00 PM [EST]




1. Select Seats

2. Review and Proceed

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Participant Fee Partial Approval - $35.00

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Event Information

Tuesday, December 31 2019, 12:00 PM - 1:00 PM [EST]

About the Event

This special session will take a deep dive into all of the relavant data sources (Giving USA, VSE, IRS and more) to see if:

  • Is the Great Wealth Transfer finally happening?
  • Did the 2018 tax law changes that reduced the # of itemizers negatively impact individual giving?
  • Is Planned Giving ever going to "turn the corner" with life income gifts?

About the Organizer

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

CONTACT ORGANIZER View other events

Jackie Hanton

Vice President
Community Foundation of St. Clair County

Dee Fransman

Administrative Assistant
Wheaton College Advancement

Daniel Vanderhorst

Project Manager
The Signatry

Timothy Rodriguera

Director of Gift Planning
The Salvation Army - Del Oro Division

Alison Woods

Vice President and Chief Development Officer
Community Foundation of Eastern Connecticut

Katherine Minster

Managing Director, Board Relations & Major Gifts

Mark Mitchell

Associate Director, Monthly Giving
Sierra Club

Christine Pulkrabek

Senior Gift Planning Officer
Regions Hospital Foundation

Shawna Wagner

Concierge for Planned Giving Program
Sierra Club

Julie Captain

Senior Director, Major Gifts
Shirley Ryan AbilityLab

Kim Carne

VP College Advancement
Bay College

Abbie Von Schlegell

a. von schlegell & co

Paul Yeghiayan

Senior Consultant
Copley Raff

Bob Johnson

Strategic gifts
Hope College

Jennifer Goodwin

Executive Director
AHRC New York City Foundation

Claudia Swain

VP of Development
South County Health

Teri Sullivan

Marketing Director
Sharpe Group

Monica Gay

Director of Advancement
Winchester Thurston School

Bronwyn Queen

Operations Director
Wake Forest Athletic Development

Kathryn Hofman

Associate Vice President, Planned Giving
Marquette University Advancement

Marylou White

Assistant Director of Endowment Services
Univeristy of Massachusetts Lowell

Julia Gandolfi

Capital Campaign Director
Brother Martin High School

Cindy Atmar

Senior Director
MD Anderson Cancer Center

John Donovan


Chris Morton


Shane Yost

Director of Individual Giving
Lupus Foundation of America

Linda Minoff

director of gift planning
trinity college

Bradley Benham

The ACU Foundation

Martha Rennie

Director of Development
The Bridge Family Center, Inc.

Mark Mitchell

Associate Director, Monthly Giving
Sierra Club

Mike Gilhooly

planned giving
Loyola High School

Mike Morgan

PG Administrator
Florida Baptist Foundation

Dawn Ansbro

Executive Director
SUNY Orange Foundation