The Great Wealth Transfer: 10 inheritance myths nonprofits can stop believing

For years, fundraisers have heard about the Great Wealth Transfer, the estimated $124 trillion Baby Boomers will pass to their heirs and to charity. But how much of that wealth will actually reach nonprofits, and when?

Join Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University, for a brand new webinar where he’ll share the latest research separating planned giving myth from reality. 

He’ll walk through the data on what really happens to heirs, wealth, and giving during the Great Wealth Transfer, and what it means for your fundraising strategy over the coming decades.

Dr. Russell James, Ph.D., J.D., CFP® is the Professor of Charitable Financial Planning at Texas Tech University and is widely regarded as the most important and influential academic researcher on the topic of major and planned giving.