The state of planned giving in 2023

As we usher in the beginning of the Great Wealth Transfer, the Baby Boomer generation is set to pass on an estimated $70 trillion over the coming decades. Of this amount, $10 - $12 trillion is expected to be donated to charity.

This monumental transfer presents a once-in-a-lifetime opportunity for nonprofits engaging in planned giving. But as we witness the early stages of the Great Wealth Transfer, how is planned giving shaping up in 2023?

Watch Patrick Schmitt, co-CEO of FreeWill, share the key trends and takeaways from our 2023 Planned Giving Report, and the steps nonprofits can take today to position themselves for a thriving future.

In this webinar, we covered:

• Year-over-year planned giving trends
• Estate planning insights by demographics
• Strategies to maximize planned giving

View our past webinars or nonprofit resources.