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Even before the pandemic, America was in the midst of an epic generational wealth transfer and an unprecedented opportunity for bequests and other planned gifts. 

Join us to understand this trend and explore how to communicate with your donors as they engage in financial and estate planning made even more pressing by the coronavirus. This case-study-based session will include a “behind the scenes” look at how donors might hold their financial assets and how you might shape the conversation to inspire them to consider gift vehicles that may be fit for their philanthropic and financial priorities.

About the Speaker:

Kylie Johnson, CRPC
For over twenty years, Kylie Johnson has helped donors make charitable gifts that bring them joy, meet their unique needs and goals and provide tax-savings and other benefits. A program builder with comprehensive campaign, major and planned giving expertise, her career has spanned grassroots to large nonprofits, including the Saint Louis Symphony, UMass Amherst, and Virginia Tech’s $1B campaign, as well as experience as a Merrill Lynch financial advisor.  Always fascinated by healthcare, she has served at Baystate Health Foundation in western Massachusetts since 2015 where she launched a comprehensive planned giving program and is helping grow the major gifts and endowment program for a major health system.  An active board member for the Planned Giving Group of New England (PGGNE), she also teaches for Boston University’s professional fundraising certificate program.