Nothing's Certain But Death and Taxes: A Brief Guide to Planned Giving Programs: Nothing's Certain But Death and Taxes: A Brief Guide to Planned Giving Programs
By Benita Aalto
February 27, 2012

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"The biggest wealth transfer in history is set to take place," stated a BMO Retirement Institute Report in July 2009. "In Canada, it has been estimated that Boomers stand to inherit $1 trillion over the next 20 years."

Though the actual inherited amount is acknowledged to be variable and dependent on market fluctuations, it is big enough for many nonprofits to see planned giving, bequests, and other end-of-life gifts seem as a beacon of steady funding in a turbulent sea of grants and a shrinking donor base.