- Date
- Location
Speakers
As nonprofit leaders look ahead to the second half of 2026, market conditions, donor behavior, tax planning, and generational wealth trends are creating both opportunities and strategic questions.
This 90-minute meeting will bring together nonprofit leaders and CLA advisors for a timely conversation on the market outlook, the Great Wealth Transfer, and how charitable planning tools, including donor-advised funds, can help donors align wealth, purpose, family, and legacy.
The session will explore how nonprofits can better understand the changing donor landscape and how families are thinking about philanthropy across generations.
At the end of this session, you’ll be able to:
- Understand key market themes for the second half of 2026 and how market conditions may influence donor confidence, investment portfolios, and charitable planning conversations
- Recognize the relevance of the Great Wealth Transfer for nonprofit organizations, donors, families, and community impact
- Identify charitable giving tools that support donor intent and legacy planning, including donor-advised funds, charitable beneficiaries, and successor planning
- Develop conversation starters for nonprofit leaders and donors around philanthropy, values, legacy, and next-generation engagement
- Connect nonprofit strategy with donor planning opportunities in a way that supports mission, stewardship, and deeper advisory conversations
Who should attend
This session is designed for nonprofit leaders, board members, executive leaders, donors, and community stakeholders.
Schedule
11:30 – noon — Registration and lunch
Noon – 1 p.m. — Session
Location
State Bar of New Mexico
5121 Masthead Street NE
Albuquerque, NM 87109
Questions?
Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.