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The Countdown to Generational Wealth Transfer

Beneficiary Designations,  Women and Wealth

This is a unique time for nonprofit organizations. Generational wealth transfer is in full swing. Is your organization prepared to make changes to accommodate the sudden influx of millennial wealth? If you’re prepared, this could be a momentous time for your nonprofit.

November 7, 2021 / 0 Comments
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Contemporary Women and Wealth

Contemporary Women and Wealth

Bequests,  Estate Planning,  Relationships,  Stewardship,  Women and Wealth

Which would you choose: buying yourself a pair of Jimmy Choos, or the opportunity to help someone else buy much-needed shoes? In this article, we discuss women and wealth… and in particular, how your non-profit can raise more money from the women, who statistically outlive men and thus control the wealth of most families during prime planned giving years.

October 10, 2021 / 0 Comments
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