Is the Great Wealth Transfer Finally Here? RECORDING ONLY

Sunday, January 31 2021, 12:00 PM - 1:00 PM [EST]

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RECORDING ONLY - INCLUDES THE POWERPOINT PARTIAL APPROVAL - $45.00

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Sunday, January 31 2021, 12:00 PM - 1:00 PM [EST]

RECORDING ONLY - YOU WILL RECEIVE THE RECORDING LINK (YOU CAN DOWNLOAD OR WATCH VIA STREAMING AND YOU WILL ALSO RECEIVE THE ACTUAL POWERPOINT.

This is my annual review of key data points for charitable giving, and planned giving in particular (includes over 50 charts and tables based on Giving USA, IRS, U.S. Census Bureau, CASE/VSE and more).

Since the 2018 tax law changes massively reduced the number of itemizers in America (and possibly their charitable contributions to boot), we have all been waiting to see what impact it really had (even though Giving USA numbers already suggest no negative impact on fundraising). 

Well, now we can analyze the data to see what really happened as a result of Trump's big tax plan!  And, maybe we can finally answer the age-old question of whether the charitable income tax deduction is that important for typical givers or not!

We will also look closely at trends in planned giving - based on these data sources - to see what ever happened to the Great Wealth Transfer predicted by Boston College professors in the mid-90s.

Planned Giving Advisors

https://plannedgivingadvisors.com/

Jonathan H. Gudema, Esq., Principal, Planned Giving Advisors, LLC

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Jonathan
Principal, Planned Giving Advisors, LLC

Jonathan has over 22 years of experience working with and advising non-profit organizations and their donors on planned gift arrangements and tax-advantaged charitable estate planning options. Additionally, Jonathan is a member of the New York Bar, and serves as inhouse counsel to a Family Wealth Office, where he has overseen over $500 million in wealth transfers since 2007. In 2011, Jonathan launched Planned Giving Advisors LLC where he provides consulting services to nonprofit planned giving programs while continuing his work at the Family Wealth Office. Jonathan is also the author of The Planned Giving Blog (www.plannedgivingadvisors.com), which provides news and commentary on the field of planned giving with over 1,700 subscribers and 175,000 visitors since its launch in 2010. Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law.

www.plannedgivingadvisors.com

About Jonathan

Principal, Planned Giving Advisors, LLC

BB

Brett Befus

AVP, University of Wyoming Foundation

CG

Carrie Gragg

Legacy Planning Manager, Samaritan's Purse

CP

Christine Pulkrabek

Sr. Gift Planning Officer, Regions Hospital Foundation

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George Fisher

Sr. Director of Development, Wycliffe Bible Translators, Inc.

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George Larson

Exec Dir, Meals on Wheels Western South Dakota

JH

Jacquelyn Hanton

Vice President, Community Foundation Of St Clair County

JL

Jeff Lukacsena

Fundraising Consultant, The Monroeville Lions Club Foundation

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Jose Marquez

Director of Planned Giving, Inland Empire Community Foundation

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Kim Carne

VP Advancement, Bay College

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Lorraine Del Prado

Principal, del Prado Philanthropy

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Marianne Barker

AVP, Gift Planning, Colorado School of Mines Foundation

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Mary Moran

Director, Planned Giving, MGH

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Robert Morgan

PG Officer, Florida Baptist Foundation

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Serena Marrero

Director of Planned Gifts, Community Foundations of the Hudson Valley