The Great Wealth Transfer:

Is It Really Here?

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September 20, 2023

2 PM - 3 PM

This webinar contains hard facts and figures for the “nerd in us.”

In the mid 1990s, there were fantastical predictions of a $41 trillion wealth transfer, with more than $6 trillion in planned gifts going to nonprofits. It was predicted to be the dawning of a Golden Era for planned giving and nonprofits in general.

25 Years Later ...

Have these prophecies finally come to fruition? Join attorney Jonathan Gudema as he examines all the relevant and available data to find out! 

With more than 50 slides and charts, Jonathan digs deep and guides you through critical data from Giving USA, the IRS and VSE/CASE. He will also break down data from the IRS to determine the impact of the significant reduction in taxpayers who itemize deductions.

Don’t miss this important presentation, as his findings will be crucial in guiding your fundraising decisions for the coming year and beyond.

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Jonathan Gudema

Jonathan Gudema, Esq.

Planned Giving Expert

Jonathan is an advisor to ultra high-net-worth individuals. He is also a planned giving consultant and coaches several charities. Jonathan resides in the NY metropolitan area.


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