CEONet is excited to present this year’s in-person Retreat in beautiful San Diego, California. The first day offers an engaging and interactive program that moves from global to local to personal. On the second day our facilitators will offer an experience for attendees to identify their core learnings and crowd-source the wisdom from the whole group. There is relaxed time for socializing with colleagues because we know there is a synergistic effect when community foundation executives have deep conversations with one another. Our goal is to leave San Diego connected with our colleagues and inspired to take our learning and tools back home. Please visit the registration page for more information including a detailed agenda, speaker profiles and hotel recommendations.
Of the estimated $84 trillion to be passed down from older Americans to millennial and GenX heirs through 2045, $16 trillion will be transferred in the next decade. For some states TOW studies have been around for a long time. In other states, they are relatively new. Who benefits from them? Who can use them and how? What are some outcomes? Our panel will share their insights and experiences with TOW studies, and we will talk about the mechanics of how the studies are constructed.