Thursday, March 16, 2023 from 12:00 PM to 1:15 PM PDT
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Northern California Planned Giving Council 

Reflections on How the Great Wealth Transfer Will Unfold

Luncheon Program 

March 16, 2023 - 12:00 PM-1:15 PM PDT

Program Description

Will the Great Wealth Transfer dazzle or disappoint? This fast-moving presentation will review the most well-known Academic Wealth Transfer Studies as well as the most recent predictions that are projecting an even larger Wealth Transfer to younger generations and charitable organizations. Attendees will gain a better understanding of generational giving patterns that will impact gift development efforts today, tomorrow and over the next several decades. Where will realized bequest revenue come from in the near and long term? Careful planning and communications can help you make the most of your giving potential in both the near and longer term, including strategies to maximize planned giving revenue in the next 5-10 years.


Presented by Barlow Mann, JD

General Counsel, Sharpe Group

Barlow Mann, JD, has more than three decades of experience in charitable gift planning and serves as general counsel for Sharpe Group. He is a graduate of Tulane University and the University of Memphis School of Law.

Continuing Education Credit: CSPG , CFP Approved! Pending Approval: MCLE

Program Fees: Members - $25; Non-members - $35

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