Fall Coffee Talk #1 - Women and the Transfer of Wealth | How Congress Might Upend the Trend

  • September 19, 2024
  • 9:00 AM - 10:00 AM
  • ZOOM

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Happening now.  Upwards of $86 trillion is being transferred to spouses and next generations. Women are the biggest beneficiaries. Beyond outnumbering men, women live longer. So, whether they inherit from a spouse or from an older generation, they will manage their money independently for far longer than men. By 2030, women will manage at least $30 trillion, with more on the way.

These resources will surely offer women economic security, but we’d be remiss if we stopped there.

We have the opportunity to harness some of these trillions for the greater good: To bridge yawning gaps in social safety nets, uplift and offer real hope to marginalized communities and foster greater equality through philanthropy and charitable giving.

But this historic wealth transfer could get upended, as early as next year.  That’s because Congress will have to find trillions in revenue to address major tax reform in 2025, yawning federal deficits and a looming bankruptcy of Social Security. In short, lawmakers could transform the wealth transfer to women into a trickle.

I invite you to join me for a conversation about this unprecedented transition of wealth and what’s at stake for philanthropy. 

SPEAKER:

SANDRA SWIRSKI | Founder & CEO, Integer, LLC                    

Trusted executive, thought leader, and expert. I sit at the intersection of taxes, policy and philanthropy, and leverage my savvy, coalition building expertise, and deep industry knowledge to build solutions and progress for those I work with. I am also the founder of Integer, a women-owned government relations firm.

I have demonstrated expertise in collaborating with both major political parties to accomplish client goals.  My expertise comes from years on Capitol Hill working for seasoned Members of Congress and leading government relations teams for companies and clients in the private sector.

In my “free time,” I serve as a Member of the Board of Exponent Philanthropy, Member of the Philanthropy Editorial Board of a national publication, a member of the National Advisory Council of Policy Circle and an Advisory Council Member of Engage, a bipartisan women's organization that promotes economic security for all American women. I am also a frequent speaker and author, providing insightful analysis of breaking economic issues and policy trends to watch for in Washington.

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