Making Cents of “The Great Wealth Transfer”
Sharpe Insights: Conversations With Your Planned Giving Experts
With trillions of dollars at stake, the Great Wealth Transfer has been a hot topic in the nonprofit and financial communities for decades. In this episode, the Sharpe Group team, led by Barlow Mann, break down what’s truth (and what’s fiction), which assets Boomers have to give and how to ensure your charity gets a piece of the pie.
Panelist info:
Host Grant Miller is a creative writer and senior editor with Sharpe Group.
Barlow Mann, Esq. Sharpe Group’s General Counsel, attended National Planned Giving Institute Seminars, joining the faculty in the late 1970’s. He began his career at several university development offices and a healthcare center. In his decades at Sharpe, he has focused on consulting, seminar training and developing planned and major gift marketing efforts for small, medium and large nonprofit organizations.
Julie Schuldner, Senior Consultant, has experience working with national health research organizations and national environmental and scientific education organizations, as well as small nonprofits of various different types of missions. She focuses on data appends and analytics, engagement strategies for donors and prospects, staff and board training on ethics, storytelling and marketing, and how to have the planned giving conversation.
Kristin Croone, JD, Sharpe Group Senior Consultant, has worked for both law and accounting firms and has served as director of planned giving and legal counsel for the Community Foundation of Greater Memphis. In addition, Kristin has valuable experience in donor stewardship as well as tax and estate planning law and processes, including estate settlement.
Joe Chickey, MBA, CFP®, Sharpe Group Senior Vice President and Senior Consultant, brings more than 30 years of experience to gift planning. He assesses planned giving programs for Sharpe clients and helps them create and enhance their planned giving strategic plans.
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