How To Raise: A Practical Guide to Optimizing the Silver Tsunami: what annual, midlevel, major and planned giving programs need to do today to benefit from the Great Wealth Transfer

This practical webinar will examine the demographic and financial forces behind the estimated $18 trillion expected to flow to philanthropy over the next two decades, including the aging of the Baby Boom generation, the growth of retirement and noncash assets, inherited IRAs, qualified charitable distributions, and shifting family dynamics around wealth and legacy. Participants will learn what annual fund, mid-level, major gift, and planned giving programs should do now to engage donors at every level, close knowledge gaps around charitable giving options, make legacy giving easier and more visible, and turn today’s stewardship into tomorrow’s lasting impact. Learning Objectives: Understand the demographic and financial environment that creates the Great Wealth Transfer Review case studies that illustrate key considerations and characteristics of donor behavior Learn what annual, midlevel, major and planned giving programs need to do today benefit directly from the Great Wealth Transfer