Is the Great Wealth Transfer Finally Here? RECORDING

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

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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

Principal
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

President
The ACU Foundation


Bronwyn Queen

Operations Director
Wake Forest Athletic Development


Chris Morton

Mendicant
ASYV


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

Consultant
JDA


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
BCRF


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