Intergenerational Wealth Transfer: Is Your Organization Ready for Its Impact?

Monday, June 14, 2021

12:00 PM – 1:00 PM

“CEO of Legacy Leaders, Chris Heldman, will be discussing how and why the Intergenerational Wealth Transfer has the potential to massively disrupt current giving at the institutional level. Organizations are already being impacted, with some non-profits losing millions of dollars in potential planned gifts. Without immediate action, this may be detrimental to many charities. Chris Heldman will share strategies to help your organization combat the Intergenerational Wealth Transfer, and if executed correctly, even profit from it. Now is the time to start protecting your organization.”

Presented by:

Chris Heldman, President & CEO

Legacy Leaders

“Legacy Leaders was founded to provide direct response planned giving services and has partnered with over 200 nonprofit clients to execute 350+ programs. Chris joined Legacy Leaders in 2007 to head up the U.S. business unit. In that role, he developed some of the largest proactive planned giving marketing programs in the U.S. Now, as President and CEO, he is responsible for program and services development, cultivating client relationships, operational budgets and working to set the future direction of our organization.

Legacy Leaders has been helping non-profits optimize their fundraising for the past 25 years. To learn more about Legacy Leaders and their services, click here.