Trillions in Transition: How Charities Can Lead, Adapt, and Thrive in the Greatest Wealth Transfer in History

1:05 PM - 1:50 PM
Monday, November 10, 2025

A seismic shift is underway—one that will redefine the philanthropic landscape for generations to come. Over the next 20 years, an estimated $124 trillion in wealth will transition from Baby Boomers to younger generations. This is not only the largest transfer of wealth in human history, but also a once-in-a-lifetime opportunity for charities, nonprofits, and mission-driven organisations to reshape their futures.

Of this staggering sum, $18 trillion is projected to be directed toward charitable causes. This isn’t just a financial milestone—it’s a cultural and societal turning point. The way people give, the causes they support, and the expectations they have of the organisations they fund are all evolving. For charities, this moment represents both a challenge and a call to action: adapt, innovate, and lead—or risk being left behind.

In this high-impact, forward-looking session, Robert Byrne, Head of Philanthropy at Victor Chang Cardiac Research Institute, will unpack the forces driving this historic shift and explore how visionary organisations can position themselves to thrive. Attendees will gain a deeper understanding of how to align their strategies with the values of emerging generations, build enduring donor relationships, and unlock new pathways to growth and impact.

The question is no longer if this change is coming—it’s whether your organisation is ready to meet it.

What You’ll Gain from This Session

  • Strategic guidance on where to focus your time, energy, and resources to build meaningful, long-term donor relationships in a rapidly changing environment
  • Key insights into the evolving expectations of next-generation donors—and how to meet them with authenticity and purpose
  • Lessons from the frontlines, featuring real-world case studies from local charities that are already adapting and succeeding
  • A look ahead at the broader societal implications of the wealth transfer—from the individuals and families directly impacted to the communities and causes they care about
  • Expert perspectives from leaders in the wealth consulting and financial services sectors, offering a commercial lens on philanthropic trends

Why You Should Attend

Whether you're a seasoned fundraiser, a nonprofit executive, or a strategic leader shaping the future of your organisation, this session will provide the insights, tools, and inspiration you need to navigate the era of the Great Wealth Transfer with confidence.

You’ll walk away with a clearer understanding of what’s at stake, what’s possible, and what steps you can take today to ensure your organisation is not only prepared—but positioned to lead.

This is your opportunity to become a vehicle for change in one of the most pivotal moments in philanthropic history!

Location/ Room
Cockle Bay 1
Products
Blackbaud CRM, Blackbaud Raiser’s Edge NXT®
Presenters