Transfer of Wealth: Understanding and Leveraging New Data for Our Region

Join the Partnership for Philanthropic Planning for this free event featuring findings from a new Transfer of Wealth study presented by Don Macke, president of Macke Carver & Associates, and Meghan Cummings, president and CEO of Philanthropy Ohio. They will explore what Ohio – and more specifically the Greater Dayton region – can expect from the ongoing intergenerational wealth transfer in the years ahead. The presentation will highlight opportunities this data creates for charities seeking to identify prospective donors, as well as ways professional advisors can engage their clients around philanthropic planning.

Continuing edcuation credits are pending for this event.

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Host or Publisher The Dayton Foundation