Planned Giving Cafe 2025

Planned giving is pretty simple: you set the table - the donor makes an order. The hard stuff is done by lawyers and financial advisors and the payoff to nonprofits is significant. Last year, nonprofits received more than $42 billion in bequests and the Great Wealth Transfer promises to transition anywhere from $50 trillion to $200 trillion over the next 20 years from Boomers to Gen X, Millennials, and Gen Z. So why are many fundraisers hesitant to launch into an area of giving proven to provide sustainable, long-term funding?