Is the Great Wealth Transfer Finally Here? RECORDING

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

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

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?

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

Contact the Organizer View other events

AV

Abbie Von Schlegell

Principal, a. von schlegell & co

AW

Alison Woods

Vice President and Chief Development Officer, Community Foundation of Eastern Connecticut

BJ

Bob Johnson

Strategic gifts, Hope College

BB

Bradley Benham

President, The ACU Foundation

BQ

Bronwyn Queen

Operations Director, Wake Forest Athletic Development

CM

Chris Morton

Mendicant, ASYV

CP

Christine Pulkrabek

Senior Gift Planning Officer, Regions Hospital Foundation

CA

Cindy Atmar

Senior Director, MD Anderson Cancer Center

CS

Claudia Swain

VP of Development, South County Health

DV

Daniel Vanderhorst

Project Manager, The Signatry

DA

Dawn Ansbro

Executive Director, SUNY Orange Foundation

DF

Dee Fransman

Administrative Assistant, Wheaton College Advancement

JH

Jackie Hanton

Vice President, Community Foundation of St. Clair County

JG

Jennifer Goodwin

Executive Director, AHRC New York City Foundation

JD

John Donovan

Consultant, JDA

JG

Julia Gandolfi

Capital Campaign Director, Brother Martin High School

JC

Julie Captain

Senior Director, Major Gifts, Shirley Ryan AbilityLab

KM

Katherine Minster

Managing Director, Board Relations & Major Gifts, BCRF

KH

Kathryn Hofman

Associate Vice President, Planned Giving, Marquette University Advancement

KC

Kim Carne

VP College Advancement, Bay College

LM

Linda Minoff

director of gift planning, trinity college

MM

Mark Mitchell

Associate Director, Monthly Giving, Sierra Club

MR

Martha Rennie

Director of Development, The Bridge Family Center, Inc.

MW

Marylou White

Assistant Director of Endowment Services, Univeristy of Massachusetts Lowell

MG

Mike Gilhooly

planned giving, Loyola High School

MM

Mike Morgan

PG Administrator, Florida Baptist Foundation

MG

Monica Gay

Director of Advancement, Winchester Thurston School

PY

Paul Yeghiayan

Senior Consultant, Copley Raff

SY

Shane Yost

Director of Individual Giving, Lupus Foundation of America

SW

Shawna Wagner

Concierge for Planned Giving Program, Sierra Club

TS

Teri Sullivan

Marketing Director, Sharpe Group

TR

Timothy Rodriguera

Director of Gift Planning, The Salvation Army - Del Oro Division