Ep. 11 How The Great Wealth Transfer Could Reshape Philanthropy with Sandra Swirsky
Over the next two decades, an estimated $84 trillion will pass from baby boomers and the silent generation to younger generations in what experts are calling the Great Wealth Transfer. This historic shift will impact families, tax policy, charitable giving, and the future of philanthropy itself. In this episode of Money to Give, Rick Peck speaks with policy and philanthropy expert Sandra Swirsky to explore how this massive transfer of wealth could reshape the charitable landscape.
Sandra shares insights from the front lines of Washington, D.C., where tax policy, estate planning, and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.