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Ep. 11 How The Great Wealth Transfer Could Reshape Philanthropy with Sandra Swirsky
Episode 11
Published 1 year, 8 months ago
Description
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 philanthropy intersect. She explains how upcoming tax law changes in 2025, growing bipartisan scrutiny of wealth and charitable vehicles, and the looming challenges of federal deficits and entitlement programs could influence how wealth is distributed between families, charities, and government. The conversation also highlights why nonprofits and donors should be paying close attention now band what actions they can take to prepare for the policy debates ahead.
If the Great Wealth Transfer represents one of the largest financial shifts in history, the question becomes: How much of it will strengthen philanthropy and how much will be redirected elsewhere? This episode offers a timely look at the forces shaping that answer.
Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: ThePhilanthropyGuy@gmail.com
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck
Sandra shares insights from the front lines of Washington, D.C., where tax policy, estate planning, and philanthropy intersect. She explains how upcoming tax law changes in 2025, growing bipartisan scrutiny of wealth and charitable vehicles, and the looming challenges of federal deficits and entitlement programs could influence how wealth is distributed between families, charities, and government. The conversation also highlights why nonprofits and donors should be paying close attention now band what actions they can take to prepare for the policy debates ahead.
If the Great Wealth Transfer represents one of the largest financial shifts in history, the question becomes: How much of it will strengthen philanthropy and how much will be redirected elsewhere? This episode offers a timely look at the forces shaping that answer.
Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: ThePhilanthropyGuy@gmail.com
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck