Understanding the Intergenerational Wealth Transfer & Donor Age Diversity

Understanding the Intergenerational Wealth Transfer & Donor Age Diversity
Speaker: Lois Buntz, Author & Nonprofit Expert

Join us for a thought-provoking session with nonprofit leader and author Lois Buntz as she explores one of the most significant financial shifts in history—the intergenerational transfer of wealth. With trillions expected to move from Baby Boomers to younger generations over the coming decades, this transition presents both challenges and incredible opportunities for fundraisers, nonprofit leaders, and community organizations.

In this session, you'll learn:

• How to prepare your organization for the historic wealth transfer already underway
• Strategies for engaging donors across generations—from Boomers to Gen Z
• Insights into donor motivation, giving habits, and communication preferences by age group
• Ways to build long-term, sustainable relationships with a more age-diverse donor base

Whether you're a seasoned fundraiser or new to donor engagement, this conversation will help you think strategically about the future of philanthropy and how to ensure your mission resonates with donors of all ages.

Don't miss this chance to hear from Lois Buntz, whose work bridges decades of nonprofit leadership and current trends in generational giving.