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What the Great Wealth Transfer Means for Your Fundraising Efforts – Part 2 Planned Giving

As I shared in Part 1 of my Great Wealth Transfer blog post, we are anticipating a transfer of over $70 trillion in assets over the next 20 to 25 years as the Baby Boomer generation ages. An estimated $12 trillion will be coming to nonprofits in the form of bequests and other planned gifts. […]

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