Roughly $124 trillion is set to move between generations in the U.S. by 2048, with an estimated $18 trillion flowing to charitable causes. It’s the largest transfer of wealth in American history, and it’s already underway. Yet only about one in nine nonprofits has an endowment fund in place, and most have no clear plan to build one. The organizations, and the communities they serve, get the most out of that pace and scale of a shift when they’ve done the work to earn it.

This white paper looks at why the endowment gap persists despite the opportunity, what the research shows about donor readiness and planned giving, and how the Endowment Building Institute helps nonprofits and their funders build the systems, policies, and donor relationships needed to earn their share. It closes with a look at how one community foundation put the program to work with fifteen local nonprofits.

Flip through the white paper below, or download your own copy to read at your own pace.