Posts tagged Strategic Planning
The Biggest Wealth Transfer in History Has a Strategy Problem

Somewhere between $84 trillion and $124 trillion will move from the baby boomer generation to heirs and to charity over the next two decades, depending on which research firm is counting. A meaningful share of it is headed toward philanthropy, and it's arriving into vehicles built to receive it: donor-advised fund assets grew 30 percent in a single year to $326 billion, and combined DAF and foundation assets are projected to reach $2 trillion by 2026.

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