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Tag: Bequest Planning

The More Realistic Great Wealth Transfer: Lower Estimates Are Still Great News for Charities

Posted on by Dave Smith, CAP®

The Great Wealth Transfer predicted for more than two decades is real and underway. But the most often-quoted number, $124 trillion, is unrealistic, and the charity share attached to it is far too large. The figure has become the default headline not just in board meetings and planned giving conferences, but in the New York […]

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The Quiet Shift: How Donor Advised Funds May Rewrite the Bequest Pipeline

Posted on by Dave Smith, CAP®
How Donor Advised Funds May Rewrite the Bequest Pipeline

Several years ago, I sat in the well-appointed home of a wealthy donor to a large nonprofit institution.  The donor was giving at the principal gift level to a Heaton Smith client, exhibited high affinity for the institution, and had been a consistent partner for more than a decade.   However, during the discovery phase […]

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