Slide 1 Strengthen Your Community. Start the conversation. Slide 2 Source: Millionaires and the Millennium: New Estimates of the Forthcoming Wealth Transfer and the Prospects…
Slide 1 TRANSFER OF WEALTH COMMUNITY FOUNDATION OF COLLIER COUNTY Slide 2 BOSTON COLLEGE STUDY In 1999, Boston College researchers projected $41 Trillion would shift from…
smartgiftmaker® 26 really interesting planned giving marketing charts, stats, and graphs. www.smartgiftmaker.com We do the marke,ng. You close more gi6s. …
1 Notes on Gift Planning R e a d D i s c o v e r I m p l e m e n t NOVEMBER 2014 Heaton Smith is the leader in documented and naming gifts in the legacy and charitable estate…