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

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!

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Host or Publisher AFP San Diego