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

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

Panelists:

Jathan Segur, Executive Vice President of Premier Wealth Management and Director of Corporate Marketing for California Bank & Trust

Mark Stuart, CFRE, President and CEO for the San Diego Foundation

additional panelists to be announced soon

Panel Focus:

-Early signals from Giving USA data

-How heirs give differently than founders

-Implications for capital campaigns and endowments

Please NOTE: Seats are limited and this event sells out each year. Consider reserving your seat today.

PANELISTS COMING SOON!