Advancing Our Church

122. Renee Underwood, C.F.R.E. on Planned Giving

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Sinopsis

Published: September 20, 2022 We are currently experiencing the “Great Transfer of Wealth,” and over the next few decades, financial experts predict that between $40 trillion and $140 trillion will be passed from one generation to the next. Up to one-third of this wealth will be transferred to nonprofits through planned giving. We are joined today by Renée Underwood, CFRE, the Chief Development Officer for the Diocese of Fort Worth’s Advancement Foundation who will share advice and her experience with facilitating Planned Gifts for Parishes and her Diocese. This episode was recorded on July 29, 2022. Pre-order the new book “The Generosity Crisis” by Authors Brian Crimmins, Nathan Chappell, and Michael Ashley on Amazon by clicking here. Send us a question about the new book, the Generosity Crisis for our upcoming interview with Brian Crimmins and Nathan Chappell by sending Jim Friend an email. Join Jim Friend at the new Catholic Crypto Conference on November 17-18, 2022, in Valley Forge, Pennsylvania.