Statewide
April 24, 2024: The Spheres of Influence and Impact in Philanthropy with Dien Yuen
Wednesday, April 24, 2024
$84.4 trillion will be transferred between 2021 and 2045. 86% is expected to go to heirs, while the remainder will go to charity. In this presentation, we took a look at the influencers of these wealth transfer plans, dived into the roles of advisors and gift planners, and applied what we learned by co-creating donor and client engagement strategies.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.
Thank you to our event sponsor:
