June Chapter Session: GIVING USA & Great Wealth Transfer Panel Discussion

Name: June Chapter Session: GIVING USA & Great Wealth Transfer Panel Discussion
Start: 2026-06-23T08:30:00-07:00
End: 2026-06-23T11:00:00-07:00
Location: Sharp Prebys Innovation & Education Center

Schedule

Tue Jun 23 2026 at 08:30 am to 11:00 am

UTC-07:00

Location

Sharp Prebys Innovation & Education Center | San Diego, CA

Be among the first hear data from Giving USA 2026. Followed by a moderated discussion focused on the Great Wealth Transfer.
About this Event

Richard Tollefson of the Phoenix Philanthropy Group will share findings from GIVING USA 2026 and will also moderate a panel who will share their insights on The Quiet Transfer: What the Great Wealth Transfer Means Right Now.

Panel Focus:

-Early signals from Giving USA data

-How heirs give differently than founders

-Implications for capital campaigns and endowments

Please NOTE: This event is limited to 95 guests and sells out each year. Consider reserving your seat today.

PANELISTS COMING SOON!