Taking Advantage of the Coming Wealth Transfer

Friday, 8:30 – 9:45 AM

Presented by: Evan Lang

With nearly $40 trillion in assets being transferred from one generation to the next, it is critical that nonprofits be ready to cultivate and receive complex and planned gifts. In this workshop, we will discuss how to identify major donors and major/complex gift opportunities as well as what the conversation looks like to move toward completing major gifts. By pursuing creative strategies, we will review how to take advantage of non-cash and complex gifts that benefit both the donor and the organization.

Learning objectives:

• Explain the changing dynamics of the giving environment
• Identify major/complex gift opportunities
• Share the benefits of complex gifts with major donors
• List specific examples of complex gifts that can be completed

Primary Audience: Fundraising and financial management staff

CPE 1.5 hours Specialized Knowledge