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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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

Abbie Von Schlegell

a. von schlegell & co

Alison Woods

Vice President and Chief Development Officer
Community Foundation of Eastern Connecticut

Bob Johnson

Strategic gifts
Hope College

Bradley Benham

The ACU Foundation

Bronwyn Queen

Operations Director
Wake Forest Athletic Development

Chris Morton


Christine Pulkrabek

Senior Gift Planning Officer
Regions Hospital Foundation

Cindy Atmar

Senior Director
MD Anderson Cancer Center

Claudia Swain

VP of Development
South County Health

Daniel Vanderhorst

Project Manager
The Signatry

Dawn Ansbro

Executive Director
SUNY Orange Foundation

Dee Fransman

Administrative Assistant
Wheaton College Advancement

Jackie Hanton

Vice President
Community Foundation of St. Clair County

Jennifer Goodwin

Executive Director
AHRC New York City Foundation

John Donovan


Julia Gandolfi

Capital Campaign Director
Brother Martin High School

Julie Captain

Senior Director, Major Gifts
Shirley Ryan AbilityLab

Katherine Minster

Managing Director, Board Relations & Major Gifts

Kathryn Hofman

Associate Vice President, Planned Giving
Marquette University Advancement

Kim Carne

VP College Advancement
Bay College

Linda Minoff

director of gift planning
trinity college

Mark Mitchell

Associate Director, Monthly Giving
Sierra Club

Martha Rennie

Director of Development
The Bridge Family Center, Inc.

Marylou White

Assistant Director of Endowment Services
Univeristy of Massachusetts Lowell

Mike Gilhooly

planned giving
Loyola High School

Mike Morgan

PG Administrator
Florida Baptist Foundation

Monica Gay

Director of Advancement
Winchester Thurston School

Paul Yeghiayan

Senior Consultant
Copley Raff

Shane Yost

Director of Individual Giving
Lupus Foundation of America

Shawna Wagner

Concierge for Planned Giving Program
Sierra Club

Teri Sullivan

Marketing Director
Sharpe Group

Timothy Rodriguera

Director of Gift Planning
The Salvation Army - Del Oro Division