Fundraising
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$53 trillion in wealth expected to change generational hands within the next 20 years
I’m still taking in all of the insights in The Future Laboratory‘s report (https://lnkd.in/gWB4QyU9). Some things that caught my eyes.– Boomers: 2/3 of family-owned businesses have no succession plan in place. – Millennials: As they inherit wealth, they are beginning to move wealth advisory relationships if their current advisor doesn’t have strong practices in place…
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Can we talk about cultivating new donors?
In early December I made what was, to me, a significant gift to a nonprofit’s event. I was not able to attend, but the event chair invited me personally. With my gift and RSVP I included a personal note to the event chair, wishing her success with the event. I received a confirmation and generic…