Webinar recording

The state of planned giving in 2020

 

This webinar has been approved for 1.0 CFRE credit.

 

In the next few decades, the Baby Boomer generation will pass on an estimated $30 to $68 trillion in wealth. For nonprofits, this “Great Wealth Transfer” marks an unprecedented opportunity to raise crucial funds for their mission through planned giving. 

 

Recent changes in the U.S. tax code has caused drops in annual giving. But if nonprofits can capture a portion of this generational wealth transfer with bequests, they can make up for this loss. To do this, though, they will need to take action now to engage supporters.  

 

Watch Patrick Schmitt, the Co-CEO of FreeWill, as he dives into the key takeaways from our 2020 Planned Giving Report. He covers the state of planned giving this year, as well as industry trends analyzed from over 150,000 wills. 

 

In this webinar, we covered:

  • Effect of COVID-19 on planned giving
  • Planned giving trends in 2020
  • How nonprofits can tap into more planned giving revenue

View our past webinars or COVID-19 resources.