Is the Great Wealth Transfer Finally Here? RECORDING

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

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1. Select Seats

2. Review and Proceed

Participant Fee Partial Approval - $35.00

Available Tickets - 167 Sales end on - 12/31/2019

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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

https://plannedgivingadvisors.com/

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
BCRF


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

Principal
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

Consultant
JDA


Chris Morton

Mendicant
ASYV


Shane Yost

Director of Individual Giving
Lupus Foundation of America


Linda Minoff

director of gift planning
trinity college


Bradley Benham

President
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


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