Breakfast Club: Jumpstart Your Planned Giving Program with Katherine Wertheim, CFRE

Did you know that baby boomers are turning 65 at the rate of 10,000 people every single day, and this will continue for 18 years?

As this generation passes on, the resulting wealth transfer will be $51 trillion. That’s three times the size of the entire U.S. annual economy!

In this session, you will learn how and why to focus your efforts and budget most effectively for the best return on investment.

Katherine Wertheim teaches people how to ask for money and get it. She is a Master Trainer with the Association of Fundraising Professionals and she serves as the president of Werth-It, a consulting firm providing fundraising and board training to nonprofit organizations.