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Lunch Training: Transfer of Wealth and How it May Affect Philanthropy

October 20, 2021 @ 12:00 pm - 1:00 pm

- Free

Lunch Training via Zoom:
Transfer of Wealth and How it May Affect Philanthropy

 

This is a ZOOM meeting and therefore NO CHARGE to attend – so register now.
We will send out the ZOOM link several days prior to the meeting.

REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see at noon on the 18th.

Greater Tacoma Community Foundation just spent a year and research resources to create the Transfer of Wealth Study for Pierce County.  It is the update to the one they commissioned 10 years ago.  The information is both surprising and immediately useful.

But knowing who has the money is just the beginning.  The discussion on what can be done with some of that wealth at the very moment it transitions from one family member to another, may be the key to unlocking a brighter future for the community through the causes and the nonprofits that resonate with the donor.  Did you know most people never HAVE the conversation regarding the power they have to effect change in the South Sound?  Which means they don’t know the greater good they could be part of?  It’s up to us to change that.

Professional Advisors and Fundraisers – we all work beside donors in the South Sound who live at the crossroads between having a positive impact on the community and using their resources in the most efficient, wisest way.  It is where philanthropy meets practicality.

Plan to join us as we explore several new tools to help both Nonprofits and Professional Advisors work on multiple levels to help clients and donors play a greater part in imagining and impacting the future.

You will leave this meeting with helpful information and ideas to assist you in conversations regarding planning and donation opportunities.  These ideas can help enhance your effectiveness and help cement an unbreakable bond between you and your donor/client.

WHO: Evelyn Ryberg, CAP®, Senior Director of Philanthropic Services, GTCF
Rick Oldenburg, CAP®, Principal, Gift Planning Advisor, Oldenburg & Assoc.
WHAT: Transfer of Wealth and How it May Affect Philanthropy
WHEN
: Wednesday, October 20, 2021   Noon- 1 pm  ZOOM Platform

Join us for a session full of information, valuable insights and knowledgeable about the aging Baby Boomers and their possible influence on Philanthropy throughout the South Sound.


Fill out the form below to register.

Details

Date:
October 20, 2021
Time:
12:00 pm - 1:00 pm
Cost:
Free
Event Category:

Organizer

SSPGC

Venue

Virtual

Details

Date:
October 20, 2021
Time:
12:00 pm - 1:00 pm
Cost:
Free
Event Category:

Organizer

SSPGC

Venue

Virtual