Planning for Wealth Transfer, Part 1

In a webinar last month titled "Positioning for Wealth Transfer," Campbell & Co. Vice President Bruce Matthews talked about the need for organizations to prepare programs that take full advantage of this boon.

In Part 1 of this two-part series covering the presentation, we'll outline Matthews' advice for creating a planned-giving program. Stay tuned for Part 2 next week, where we'll lay out his advice on creating a bequest program.