Event Details
Registration Deadline
Pricing
The cost of this program is included in your Philanthropy Ohio membership.
Who May Attend
Philanthropy Ohio members
Register
Gain exclusive insight into groundbreaking research on the remarkable opportunity presented by the Ohio Transfer of Wealth. What if our communities could capture just 5% of the wealth that will be passed down over the next 10 to 25 years? Lead researcher Don Macke will help answer this critical question as he guides you through the 2025 Ohio Transfer of Wealth Report's findings.
As our communities anticipate a significant transfer of money and assets from one generation to the next, there is a tremendous opportunity for Ohio foundations to invest in families, communities and causes to improve our state. Jeff Yost, president and CEO of the Nebraska Community Foundation, will discuss how his team successfully implemented and utilized similar Transfer of Wealth research in Nebraska, resulting in positive outcomes for their community. In light of growing wealth inequality, funders must also consider how to invest in individuals, places and communities to ensure that more individuals and families can thrive.
What you'll take away
- An understanding of the scale and potential of the wealth transfer from one generation to the next in Ohio over the next 10 to 15 years.
- Strategies for leveraging this research to increase investments in your community and foundation.
- Key considerations influencing donor development and the role of foundations in addressing growing wealth inequality.
Who should attend
- Community foundation CEOs and staff members responsible for donor development.
- Funders interested in exploring the scale and opportunities associated with the Ohio Transfer of Wealth.
This report was made possible thanks to the generous support of our investors:
Leadership Investors
The Columbus Foundation
The Dayton Foundation
Erie County Community Foundation
Community Foundation of the Mahoning Valley
Richland County Foundation
Supporters
Cleveland Foundation
Delaware County Foundation
Fairfield County Foundation
Highland Consulting Associates, Inc.
Licking County Foundation
Community Foundation of Lorain County
Marion Community Foundation
Muskingum County Community Foundation
The Troy Foundation
Union County Foundation
Contributors
Clinton County Foundation
Bryan Area Foundation, Inc.
Presenters
Sponsors
