Successful Wealth Transfer Without Doing Harm
Presentation Focus:
The Great American wealth transfer is underway. The Silent and Baby Boomer Generations have begun transferring the more than $60 trillion they own. Growing up during the depression and post WWII years, many of them have concerns about what inherited wealth might do to children and grandchildren. Mr. Schupra’s presentation is designed to provide Advisers with the tools and approach in effectively assisting their clients in successfully transferring wealth to family members without doing harm as well as empowering them to do great things for their communities and society as a whole.
Biography:
GREGORY A SCHUPRA
President, Significance LLC
Successful Wealth Transfer
Author:
An Unexpected Legacy: Strategies of Generosity
Throughout his career, Gregory A Schupra has educated and assisted thousands of people and their advisors in creating legacies leaving more than $1 billion of accumulated wealth to family and charity. Known for his innovation as a national “Philanthropic Entrepreneur,” Mr. Schupra brings an uncommon and practical perspective to his work as a gift-planning professional by insuring that donor family and philanthropic values, visions, and goals align with their giving methods. Because of his unique background working in both the nonprofit and for-profit sectors, he is often quoted by media sources on philanthropic issues. Mr. Schupra is regularly invited to present at professional advisor and donor education meetings, seminars, conferences, and workshops throughout the United States.
CAREER HIGHLIGHTS
- 37 Years, Family and Philanthropic Planning
- Higher Education Governance and Resource Development Leadership
- Former Board Chair, Spring Arbor University
- Community Foundation Leader -- Created 4 community foundations
- Founder, National Charitable Trust Division for a $65 billion Financial Institution
- Former Chair, Community Foundation Advancement Network of the Council on Foundations, Washington, D.C.
- Founder, Planned Giving Roundtable of Southeast Michigan, Detroit, Michigan
- Former Board of Director, National Association of Gift Planners, Indianapolis, Indiana
- National Presenter on Philanthropic Education
- Author, “An Unexpected Legacy: Strategies of Generosity,” Print and eBook at Amazon.com, 8 February 2015
- Serves as Trustee for individuals and families for personal, family and charitable trusts
- Consultation Serving a wide variety of individuals, families, professional advisors, nonprofit organizations including colleges and universities, senior care communities, private foundations, community foundations, health care service providers, churches, Para-church ministries, and church foundations
- Member, Council of Michigan Foundations Consulting Services Network
- Involved in the Rescue and Care of Orphans
- Ethiopia (20 Children)
- Kenya (50 Children)
- Haiti (30 Children)
