Writings by Randall

Most people give to charity during their lifetime, yet fewer than 10% include a charitable bequest in their estate plans. Even among high-net-worth individuals, only about 15% designate gifts to nonprofits, despite an impending $85 trillion wealth transfer over the next 25 years. This disconnect often stems from a lack of conversation—philanthropy isn’t top of mind in estate planning unless advisors proactively introduce it. By normalizing these discussions and highlighting the simplicity and impact of planned giving, donors can align their wealth with their values, leaving a lasting legacy for future generations.