According to Pew Research Center, 10,000 Baby Boomers will turn 65 today…and every day until the year 2030. The aging of this cohort of Americans has triggered the "Great Wealth Transfer” — an intergenerational passing of an estimated $30 Trillion in assets onto their heirs in Generations X & Y.
While philanthropy has been making lasting impacts on the education, culture, science, & public health fields since 1889, this unprecedented transfer of wealth signals a major boom for not-for-profits.
An estimated $6.6 trillion in cash will be directed towards organizations in the form of major and legacy gifts to causes retirees care about. The country will see more and more “ordinary people make extraordinary gifts.” These gifts have the potential to make lasting impacts on organizations by endowing their operations and special projects into perpetuity and changing the very way they do business. Is your organization poised to capture the attention of these donors and participate in the Great Wealth Transfer?
In this workshop, we will discuss:
How not-for-profits are successfully leveraging this opportunity
Effective & efficient ways organizations can capture the attention of Baby Boomer donors
Strategies for engaging each generation in the wealth transfer process.
Attendees will walk away with a greater awareness of this phenomenon and applicable strategies that they can implement immediately to sufficiently participate in the Great Wealth Transfer and change the financial trajectories of their organizations.
About Dionne Jackson
Big, audacious goals excite donors and transform organizations. Dionne Jackson’s great passion is helping organizations multiply fundraising results and inspiring donors to make gifts of a lifetime to support these goals. She positions her clients—not-for-profits, churches, and educational institutions—for fundraising success by leveraging 20+ years experience in grants and major gifts. Prior to launching her consultancy, Million Dollar Moxie, she raised over $100M for organizations around the world, including the University of Pennsylvania, Vassar College, Greenfield Intercultural Center, and the University of the Virgin Islands. Her educational background includes a B.A. from Vassar College, an MFA in Performing Arts Management, and an MBA from Cornell University.
About MassMutual Greater Philadelphia
MassMutual Greater Philadelphia is home to expert financial coaches that provide thoughtful, thorough strategies and products that help their clients work towards goals in order to live their best lives. MassMutual Greater Philadelphia believes financial planning and management is becoming increasingly complex, and playing the game to win requires a team of people who love it and live it every day. The agency has maintained a track record of accomplishments and success for over 130 years.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004; Phone: 610-660-9922.
MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.
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