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Wealth Transfer on Track?

center on wealth and philanthropy

US fundraising experts vet nationally-utilized wealth transfer projections by BC's Center on Wealth and Philanthropy in light of the economic downturn early in the decade. Center on Wealthy and Philanthropy researchers Paul Schervish and John Havens add their assessment.

Wealth Transfer: A Digest of Opinion and Advice (PDF)

National Influence, Local Connection (PDF)