Give and Take

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Planned Giving
Viken Mikaelian

CEO Note

If my name were in your database, it would be flagged as an ideal planned giving prospect. Why? I’m over 60. I own a business and real estate (which can be planned gifts). I have no kids. I give annually to a number of charities.

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Gold Key Depicting Great Wealth Transfer
Planned Giving
Viken Mikaelian

The Great Wealth Transfer: A Fundraising Gamechanger

In the coming years, it is expected that an economic phenomenon dubbed The Great Wealth Transfer will shake markets up as baby boomer parents begin to leave their wealth and estates to their millennial children

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