Legal Lessons - Impact of Pending Wealth Transfer

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.

   

These Legal Lessons on Current Nonprofit Trends offer brief 30-minute virtual sessions on specific legal action items, with plenty of Q&A time.