The Great Wealth Transfer & Planned Giving

5 steps nonprofits can take today to prepare for the Great Wealth Transfer

with Patrick Schmitt

October 19th | 12:00 PM CT

In the next couple of decades, planned to give by older generations are expected to pass on an estimated $30 to $70 trillion in the greatest wealth transfer in history. This event is going to have a massive impact on planned giving and major giving, as well as shape the way younger generations navigate financial planning, investments, and charitable donations.

For nonprofits, it’s an unprecedented opportunity to raise funds for their missions. But if development leaders want to tap into this moment, they need to understand how it will affect charitable giving.

In this webinar, Patrick Schmitt, the Co-CEO of FreeWill, will share insights into the impact of the upcoming Great Wealth Transfer, planned giving and the steps nonprofit leaders can take to prepare for it now:

In this webinar, we’ll cover:

  • Understanding the Great Wealth Transfer
  • Insights into the charitable impact
  • Trends across donor generations
  • Strategies for planned and major giving


Planned Giving

This Webinar is brought to you by our partner: 

Planned Giving

About the Presenter

Patrick Schmitt is co-CEO of FreeWill, which he and fellow FreeWill co-CEO Jenny Xia founded at Stanford University’s Graduate School of Business in 2016. FreeWill’s charitable giving platform makes it easier for nonprofit fundraising teams to unlock transformational gifts, and to date has generated over $6.6 billion in new gift commitments for thousands of nonprofit organizations. Patrick hosts FreeWill’s popular webinar series, educating thousands of nonprofit fundraising professionals each month about planned and non-cash giving strategies.

Before FreeWill, Patrick was the Head of Innovation at, where he helped grow the organization to 100 million users in four years. Prior to that, he ran email marketing for President Obama and served as Campaign Director for

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