The Intergenerational Wealth Transfer: Disruption, Protection, and Profit

COST: [$15 for CGP members and $20 for non-members]
Organizer: Santa Barbara Council of Charitable Gift Planners
Posted by:kkawaguchi

The Santa Barbara Council of Charitable Gift Planners is presenting a virtual educational meeting on Tuesday, November 9, 2021 from 12 noon – 1:00 p.m. Chris Heldman and Kevin Matthes will speak on the topic “The Intergenerational Wealth Transfer: Disruption, Protection, and Profit.”

CEO of Legacy Leaders, Chris Heldman, will be discussing why and how the Intergenerational Wealth Transfer has the potential to massively disrupt current giving at the institutional level. Organizations are already being impacted, with some non-profits losing millions of dollars in potential planned gifts. Without immediate action, the Intergenerational Wealth Transfer may be detrimental to many organizations. During the presentation, Chris Heldman will be walking you through strategies to help your organization combat the Intergenerational Wealth Transfer, and if executed correctly, even profit from it. Now is the time to start protecting your organization. Legacy Leaders has been helping non-profits optimize their fundraising for the past 25 years. To learn more about Legacy Leaders and their services, click here.

Tickets are $15 for CGP members and $20 for non-members. Reserve at https://sbgiftplanners.org/event/november-9-2021-the-intergenerational-wealth-transfer-disruption-protection-and-profit/?instance_id=137

For more information contact Board President Anne Kratz at anne.kratz@redcross.org.

Photos: Chris Heldman, President & CEO of Legacy Leaders, and Kevin Matthes, VP Business Development, Legacy Leaders


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