Matthew Thompson, Financial Advisor & Senior Vice President of Morgan Stanley
With an unprecedented transfer of wealth on the horizon, nonprofits must be prepared to adapt and seize new opportunities. This interactive workshop will explore the impact of generational wealth shifts, the benefits of stock donations, and strategies to engage next-generation donors. Attendees will gain insights into best practices for cultivating relationships with high-net-worth individuals, leveraging donor-advised funds, and ensuring long-term financial sustainability. Through expert guidance and an open Q&A session, participants will leave equipped with actionable steps to position their organizations for success in this new era of philanthropy.
What to Expect:
- Understanding the Wealth Transfer: Learn how the shift in generational wealth will impact nonprofit giving.
- Stock Donations & Donor-Advised Funds: Explore tax-efficient giving strategies and how to integrate them into your fundraising efforts.
- Engaging the Next Generation: Discover how to connect with younger donors and cultivate long-term relationships.
- Sustaining Financial Growth: Develop strategies to ensure long-term sustainability amid shifting donor demographics.
- Expert Insights & Q&A: Get answers to your pressing questions and learn from industry experts.