We deliver.
At Sheridan Wealth Advisors, we concentrate exclusively on producing six and seven figure gifts to meet your goals. Due to this unique specialty, we have developed an innovative process that will ensure results.
Why that's important.
The markets may be up or down, but the largest intergenerational wealth transfer in history is about to emerge. The experts predict this transfer will be as much as $41 trillion over the next five decades, of which at least $6 trillion will go to charity. So what does this mean to your organization? It means the ability to receive six and seven figure gifts from donors that would never have dreamt of making that size gift in the past.
Charitable organizations nationwide are discovering that there are dramatic changes in how they approach donors. The landscape is evolving quickly. We believe that to be successful today, a charity needs to keep five things in mind: