The Intergenerational Wealth Transfer: Disruption, Protection, and Profit
The Intergenerational Wealth Transfer: Disruption, Protection, and Profit with Chris Heldman and Kevin Matthes
Hosted by the Santa Barbara Charitable Gift Planners
WHEN: November 9, 2021 @ 12:00 pm – 1:00 pm
WHERE: Virtual / Zoom
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.
Chris Heldman, President & CEO of Legacy Leaders, and Kevin Matthes, VP Business Development, Legacy Leaders