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

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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Beyond the 1%: Wealth in the Top 10% of American Households

While the 1% has captured the public’s imagination, there is a broader narrative about wealth and affluence in America that many overlook.  For 2024 and beyond, let’s shift the spotlight to realize the significant gift planning opportunities that exist with donors in the top 5% and 10% wealth households.  The data are eye-popping! Why Nonprofits […]

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