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)

Dawn Bohanan

Development Manager

Habitat for Humanity of Berkeley County

Monique Branagan

Fiscal Analyst

Charleston County First Steps

Benjamin Bullock

Vice President & COO

Together SC

Cookie Cawthon

Founder/Executive Director

Tenacious Grace

Gwen Chambers

Executive Director

BlacQuity

Lili Coleman

executive director

Meals On Wheels, Bluffton-Hilton Head

Chris Corley

Managing Director

Harbour Wealth Management

Wallace Daniel

VP of Development

Carolina Youth Development Center

Jill Dawson

Program Manager

Jill

Deana Dockery

President

Coastal Family Vacation Foundation

Jessica Gaines

Development Manager

Pride Link

Natasha Jenkins

Ministry Coordinator

Drawing Near to God

Alana Jordan

Development & Marketing Director

Together SC

Philip Keilen

Executive Director

Coastal Samaritan Counseling Center

Grant Maddox

Founder and Lead Planner

Hampton Park Financial Planning

Lyndsey Marchman

Grants Development Coordinator

Children's Trust of SC

Sabrina Marshall

Quality Enhancement Specialist & Coach/ABC Voucher Specialist

Dorchester County First Steps

Caitlyn McAnulty

Donor Relations Coordinator

Children's Trust of SC

Madeleine McGee

President/CEO

Together SC

Viktoria McKenna

Development Director

Ezekiel Ministries

Nicole Morris

Administrative Supervisor

The CARE House of the Pee Dee

Chío Núñez

Constituency Engagement manager

The Hive Community Circle

Daniel Prohaska

President & CEO

Lions Vision Services

Amanda Richardson

VP for Brand Experience and Resource Development

United Way of the Piedmont

Brooke Robertson

Director of Strategic Communication & Member Experience

Neue South Collective

Dominico Ruggerio

Executive Director

We Are Family

Alexandria Russell

Development Manager

Charleston Legal Access

Paige Stephenson

President & CEO

United Way of the Piedmont

Joanna Weitzel

Director of Philanthropy

Welvista, Inc.

Desmonies White

Programs & Operations Manager

Together SC

David Williams

Executive Director

Big Red Barn Retreat

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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