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Challenges for Nonprofits Going Forward

Over the next two decades, the United States will experience an unprecedented shift of wealth as it is estimated that $30 trillion will be passed down from one generation to the next. This phenomenon, known as the “Great Wealth Transfer,” could completely change philanthropy as we know it today. During our most recent Institutional Insights, Beacon Pointe’s Felix Lin, CFA, sat down with Jefferson Lee, MAOL, Director of Philanthropy for Asia World Vision International, to talk about the current non-profit landscape and expectations for the future. During the conversation, they discuss how ever-changing culture impacts non-profits, and ways organizations can work to build a new audience of donors and stay relevant for the future generations of donors.

Important Disclosure:
This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this webinar are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided.