Legal Lessons - Impact of Pending Wealth Transfer

Current Nonprofit Trends, with Grayson Law Firm


Wednesday, November 2, 2022
9:00 AM - 9:30 AM (EDT)
Zoom Meeting - Link in Confirmation Email
Category: Learning Together
Join us for the third of three virtual sessions for Together SC members sponsored and led by Grayson Law Firm.
 
It is projected that in the next 18 years, there will be approximately $9 trillion dollars in charitable and planned gifts made by baby boomers to nonprofit organizations.  Clay Grayson, managing partner of Grayson Law Firm, will examine projected trendlines of this generational transfer of wealth while providing guidance that you might use to attract charitable giving to your organization.
   
The session will focus on exploring how you might spark a donor’s interest in your organization through planned gifts to endowments and other restricted funds. Tips will include developing appropriate gift language and making such materials accessible and user-friendly on your website, with the ultimate goal of best positioning your organization as a beneficiary of this great transfer of wealth.

Attendees (34)

Alana Jordan

Development & Membership Director

Together SC

Alexandria Russell

Development Manager

Charleston Legal Access

Amanda Richardson

VP for Resource Development

United Way of the Piedmont

Benjamin Bullock

Vice President & COO

Together SC

Brooke Robertson

Graphic Designer | Developer

Neue South Collective

Caitlyn McAnulty

Donor Relations Coordinator

Children's Trust of SC

Chío Núñez

Constituency Engagement manager

The Hive Community Circle

Chris Corley

Managing Director

Harbour Wealth Management

Cookie Cawthon

Founder/Executive Director

Tenacious Grace

Daniel Prohaska

President & CEO

Lions Vision Services

David Williams

Executive Director

Big Red Barn Retreat

Dawn Bohanan

Development Manager

Habitat for Humanity of Berkeley County

Deana Dockery

President

Coastal Family Vacation Foundation

Desmonies White

Events & Program Manager

Together SC

Domenico Ruggerio

Executive Director

We Are Family

Grant Maddox

Founder and Lead Planner

Hampton Park Financial Planning

Gwen Chambers

Executive Director

BlacQuity

Jessica Gaines

Development Manager

Pride Link

Jill Dawson

Program Manager

Jill

Joanna Weitzel

Director of Philanthropy

Welvista, Inc.

Lili Coleman

executive director

Meals On Wheels, Bluffton-Hilton Head

Lyndsey Marchman

Grants Development Coordinator

Children's Trust of SC

Madeleine McGee

President/CEO

Together SC

Monique Branagan

Fiscal Analyst

Charleston County First Steps

Natasha Jenkins

Ministry Coordinator

Drawing Near to God

Nicole Morris

Administrative Supervisor

The CARE House of the Pee Dee

Paige Stephenson

President & CEO

United Way of the Piedmont

Philip Keilen

Executive Director

Coastal Samaritan Counseling Center

Sabrina Marshall

Quality Enhancement Specialist & Coach/ABC Voucher Specialist

Dorchester County First Steps

Viktoria McKenna

Development Director

Ezekiel Ministries

Wallace Daniel

VP of Development

Carolina Youth Development Center

Winky Zeberlein

Controller

Lowcountry Land Trust

2 Other Registered Attendees

For More Information:

Madeleine McGee

Madeleine McGee

President/CEO, Together SC

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