The Center on Wealth and Philanthropy and Smith Barney's Consulting Group Proudly Sponsor:

Contemporary Issues in Wealth and Philanthropy
For Today's Grant Makers, Fund Raisers and Non-Profit Financial Officers

A One Day Seminar On:
Wednesday, May 23, 2007 at Boston College

Download Full Conference Brochure (PDF)

The Great Wealth Transfer

A May 2006 study conducted by Paul Schervish and John Havens of the Center on Wealth and Philanthropy at Boston College and funded by the Boston Foundation predicts that we are about to witness the largest transfer of intergenerational wealth in American history. Schervish’s and Haven’s model estimates that from 2001 through 2055 some $41 trillion will change hands and $6 trillion of this amount will go directly to charities. This is the nationwide picture, but what does it mean for Boston?

Implications for Boston
• Boston area households will transfer $1.25 trillion of the anticipated $41 trillion wealth transfer.
• The total in charitable bequests is projected at $172 billion.
• The potential exists for tremendous growth in this area’s philanthropic and non-profit sectors over the next 50 years.

Are you ready?
• Learn about the great wealth transfer study with the researchers who identified it, Paul Schervish and John Havens.
• Discuss the implications with experienced leaders and educator.

Register today to participate in this one-day seminar. The well-known team of experts includes:

Paul G. Schervish, Ph.D., Boston College, Center on Wealth and Philanthropy, is a recognized authority on the patterns and trends in charitable giving and the implications for fundraising.

John Havens, Boston College, Center on Wealth and Philanthropy, has conducted several important studies examining the patterns and trends of giving, income and wealth, along with the organizational and moral determinants of giving and volunteering.

Paul Grogan, President and Chief Executive Officer of the Boston Foundation, is the author of Comeback Cities: A Blueprint for Urban Neighborhood Revival, which the Los Angeles Times called "arguably the most important book about cities in generation."

Tom Tierney, the former chief executive of Bain & Company, is a recognized leader in serving the non-profit sector. In 1999 he co-founded the Bridgespan Group, an independent, non-profit organization designed to provide general management consulting services to foundations and other non-profits.

Norman E. Nabhan is a Managing Director of Smith Barney's Consulting Group where he is responsible for the division's international and portfolio advisory services groups.

Melissa S. Brown of the Center on Philanthropy at Indiana University has responsibilities for applied research projects and for researching and writing the annual report Giving USA, (a publication of the Giving USA Foundation), which she has authored for six years.

Elizabeth Glenshaw is Director of Community Investment Market & Development at the Calvert Foundation, which provides opportunities in community investing throughout the world.

Lori Van Dusen, Institutional Consulting Director, Citigroup Institutional Consulting, has concentrated on providing investment management and consulting services to institutional and private clients for more than two decades.

Miki Akimoto, Vice President, Associated Grant Makers, directs the design, implementation, and evaluation of member programs of the Associated Grant Makers, a regional organization dedicated to supporting the practice and expansion of effective philanthropic giving.

Ned Dubilo, Senior Institutional Consultant, Senior Vice President, Wealth Management, Smith Barney, focuses on providing wealth management and investment advice to large and small retirement plans, endowments and foundations, insurance funds, and private individuals, corporate executives, and families.

James Husson, Vice President, University Advancement, Vice President's Office, Boston College, oversees the university's development and alumni relations funds.

Frank Hill, Senior Institutional Consultant, Senior Vice President, Wealth Management, Smith Barney, focuses on providing wealth management and investment advice to large and small retirement plans, endowments and foundations, insurance funds, and private individuals, corporate executives, and families.

To download a PDF of the conference registration form, please follow the link below. 

May 23, 2007 Contemporary Issues in Wealth and Philanthropy Conference Registration Form

May 23, 2007 Contemporary Issues in Wealth and Philanthropy Conference Full Brochure

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