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In the God We Trust

Business Owners in Transition as Ideal Prospects for Strategic Philanthropy

Successful Transition Planning Institute,  a firm that addresses what can only be described as the biggest opportunity in philanthropy in our generation - the boomer business owner's transition from being a business bigshot to becoming a force for the good, c.f., Bill Gates, but also the millionaire next door. Huge market for philanthropic planning, and lucrative also for those in tax, legal, financial, or insurance planning.

I spoke on this topic for Advisors in Philanthropy last week, and will be speaking for the Greater Philadelphia council of Partnership for Philanthropic Planning.

Copy of my slides are attached. Download PPPGP.