As one of the largest intergenerational transfers of wealth in history unfolds over the coming decades, nonprofit leaders and fundraising professionals have a unique opportunity to engage donors and families in meaningful conversations about legacy, purpose, and impact. This educational program explores how the “Great Wealth Transfer” is reshaping philanthropy and how fundraisers can thoughtfully position themselves to support donors through this transformative moment.
This joint conference with Charitable Gift Planners Indiana (CGPI) will feature the following:
Part 1: Keynote (~45 mins) Mark will speak on the Great Wealth Transfer from a client/donor-centric perspective. Themes will include:
§ Core worries and goals driving wealth transfer planning.
§ Gaps in today’s financial services regarding these concerns.
§ Frameworks for purpose-driven wealth deployment.
§ The unique challenges felt acutely by Millennials and Gen Z.
§ Reimagining philanthropic capital within modern family structures
Part 2: Fireside Chat (~45 mins) A panel discussion with local donor(s) exploring their family’s specific approaches to wealth transfer and philanthropy.
Part 3: Facilitated Discussion/Workshop (~30 mins) The third and last session will focus on a facilitated discussion with attendees about how fundraisers will approach the coming Wealth Transfer in a way that is fulfilling and rewarding on a variety of levels.
Speaker: Mark Shiller
Mark Shiller concentrates his practice in the areas of estate planning, tax planning and business law and typically assists business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges. More and more, this has involved fuller, multi-generational engagements with families of wealth – many of whom have closely-held business interests.
Mark is the author of two well-received publications – the Little Book of Estate Planning and How to Not Ruin Your Kids with Money. The former is a short and sweet consideration of many of the baseline questions that people have when pursuing estate planning and is updated annually. The latter is an in-depth exploration of how to manage the challenges of transitioning wealth generationally. You can access both by clicking on the links above, visiting Aevitas Press’s (the publisher’s) website, or on Amazon, Audible, and many other retailers as to the latter.
In the course of his practice, Mark assists clients in the preparation, design, and implementation of wills, revocable trusts, irrevocable trusts, charitable trusts, marital property agreements, powers of attorney and other estate planning techniques. These techniques are often used in combination to help clients achieve their goals while also reducing administrative hassles, avoiding taxes, and other benefits.
Mark has been quoted in such publications as Smart Money, Worth and Investment News, and was an adjunct professor at the University of Wisconsin Law School where he taught business succession planning, and frequently speaks on estate planning topics. His presentations are on a wide variety of subjects – some made to groups of attorneys, accountants or other financial professionals, with others focused on business groups, conferences and the general public. His keynote associated with the book, How to Not Ruin Your Kids with Money, and related presentations are particularly engaging given Mark’s unique, humorous-yet-educational speaking style and energy.
Registration:
$125 AFP-IC and CGPI Member
$175 Nonmember
Are you interested in being the Presenting Sponsor, Lead Exhibitor, or Exhibitor? Click here to learn more or you can register online. Questions? Contact Joe Gunn at gunn.joseph@gmail.com.