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Dedicating More Of the Great Wealth Transfer to PhilanthropyDedicating More Of the Great Wealth Transfer to Philanthropy

Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth.

12 Min Read
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The wealth transfer to younger generations currently underway—and projected to continue for the next 20 years or so—is estimated to top $84.4 trillion.1 This is generally described as the “Great Wealth Transfer.” Let’s focus on two perspectives on that wealth transfer—the role for wealth and philanthropic advisors in guiding the use of that wealth for philanthropy and Congress’ potential role in removing penalties and hurdles these donors face when bringing their philanthropic legacies to fruition.

Who Are the Newly Wealthy?

Based on Cerulli Associates2 estimates, Generation X households (born 1965-80) will inherit the most resources (and pass through their peak earning years) in the next two decades. Millennials (born 1981-96) will inheri...

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About the Authors

Sandra G Swirski

Founder, Integer, LLC

Trusted executive, thought leader, and expert. I sit at the intersection of 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. 

I serve as a Board Member of Exponent Philanthropy, Member of the Philanthropy Editorial Board of Trusts and Estates as well as 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 financial issues and policy trends to watch for in Washington. I often publish with CEOWorld magazine on these insightful topics to provide my expertise to the public.

Tony Macklin

A Chartered Advisor in Philanthropy®, Tony advises wealthy families, grantmakers, and their advisors and associations on issues of purpose, use of resources for social impact, action planning, and learning. In four years as executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, and operations for a multi-generation family. In twelve years and four roles at the Central Indiana Community Foundation, he led grantmaking and community change initiatives, advised generous entrepreneurs and families on philanthropic tools and strategy, attracted $39 million in assets and co-investments, and co-founded a social enterprise.

Tony is also a Senior Consultant with Ekstrom Alley Clontz & Associates, Senior Consultant with the National Center for Family Philanthropy, and a Senior Advisor to the Impact Finance Center. He is a member of the Purposeful Planning Institute and National Network of Consultants to Grantmakers, and he’s volunteered for more committees, task forces, and boards than he can remember.