Preparing for the Great Wealth Transfer

As you and your family prepare for the greatest wealth transfer in history, understanding the views and thoughts on generosity held by the next generation is crucial for initiating meaningful discussions and informed planning.

The National Christian Foundation recently commissioned a study to explore the opinions of different generations regarding wealth, faith, and giving. Impact Foundation and several organizations participated in the research.

The Next Gen Stewardship report identifies key themes to consider, guiding you in enhancing understanding, promoting conversations, and helping families plan a well-thought-out transition.

Report highlights:

  • Who the study represents

  • How different generations express their faith and generosity

  • The three segments within Next Gen Stewards; their beliefs and views

  • Specific challenges women face with the Great Wealth Transfer

  • Key perspectives about wealth, giving, and how to build positive associations

  • Varying opinions among the generations as they anticipate the transfer

Thank you to the National Christian Foundation for commissioning this important study and for inviting Impact Foundation to partner and share results.

Together, we can equip families to navigate this historic transition with purpose and unity.

Previous
Previous

Welcoming Jen Giacchino to the Impact Foundation Team

Next
Next

Welcoming Jon Porter to our team