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title: "More than Talk: Women and the Great Wealth Transfer"
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Plus, PGA sets a new course for giving, strength for today and hope for tomorrow, and a last call to share how you use AI.  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­    ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

| View in browser LAST CALL: How Do You AI?   Recent news has highlighted the potential threats of artificial intelligence (AI), the pressing need for safe advancement of the technology, and the ongoing data center controversy.     Though we may not be deeply, directly involved in AI research and development, most of us engage with it daily, whether by actively engaging with generative AI or by relying on features embedded in our apps and software.     We want to learn about how you, as a business leader, are approaching the adoption of AI in your company.   What are some of the tools you actively use?   How do you preserve the human element while relying more on AI?   Where would you use AI more if the technology were available and reliable?   Which aspects of the business will remain AI-free no matter what tech may come?   There is still time to share your input; we look forward to hearing from you and highlighting answers in an upcoming edition of this newsletter.   SHARE YOUR THOUGHTS MORE THAN TALK: Women and The Great Wealth Transfer In a recent LinkedIn post, The Signatry’s own Kristin Hammett explores how women are becoming increasingly poised to shape charitable giving and inspire a spirit of generosity in their children.   The statistics she references are elements of The Great Wealth Transfer. One financial research, analytics, and consulting firm—Cerulli Associates—projects that more than $100 trillion will be passed on through 2048. Most of the wealth is expected to transfer from Baby Boomers and older generations to spouses (primarily widowed women) and their heirs.   Given this ongoing shift of financial control and influence to women, a variety of articles focus on the data, tips for navigating the transfer, or the need for a structured giving plan.   What they all have in common is the importance of communication—inviting the whole family early and often into conversations about investments, estate planning, and charitable giving.   Earlier this year, we introduced Kate Gardner, a next generation inheritor. Receiving her inheritance as a young adult has enabled her to lean into her parents’ real-time example and guidance as she walks her own journey of investing and charitable giving.   Drawing on this experience, she offers a suggestion for families with a wealth transfer on the horizon: Consider starting now. WATCH KATE'S STORY SYSTEMS CHANGE: Strength for Today, Hope for Tomorrow   As Christians, we’re called to care about people in need. That’s why supporting nonprofits that provide food, shelter, education, counseling, and other direct services matters so much.    But what happens when we ask a bigger question: What conditions gave rise to those needs in the first place?     Scripture invites us to look beyond individual circumstances to the systems and structures that shape people’s lives: Prophets like Amos and Isaiah called out individual wrongdoing; they also challenged unjust practices that made or kept populations vulnerable. Jesus fed, healed, and ministered to the men, women, and children he encountered; he also confronted injustice, restored dignity for the marginalized, and ultimately made salvation possible for all.     Providing near-term relief for suffering matters; so does investment in addressing the root causes. In your charitable giving, consider: Are you helping provide relief for urgent needs and helping build a future where fewer people face those needs?     The latter—systems change—is more complex, takes time, and requires partnerships with entities across varying sectors. The Center for Effective Philanthropy recently posted a blog that unpacks what this level of long-term, big picture work looks like:   READ MORE (cep.org) PGA Sets a New Course for Giving Generating $4.4 billion for charities over four decades is remarkable. That’s just what the PGA TOUR has accomplished, yet the golf organization has decided that it can do more and do it better.     With the catalyst of a $13 million donation from former commissioner Tim Finchem and his wife Holly, PGA TOUR Charities will spend the next 18 months investing in the evolution of its giving model: Fundraising efforts will be coordinated rather than tournament-based,   A platform will be developed for direct investment and engagement, and National priority campaigns are being set up with a focus on community and environmental well-being, youth empowerment, service, and access and opportunity.   Lucas Glover, who serves as the Player Advisory Council chairman, is among the players who will provide guidance for these efforts. “How I grew up on the tour ... what we hung our hat on as an organization was giving back,” Glover said. “With COVID and then LIV coming in, it became more about money in our pocket instead of money in the pocket of people who need it more than we do. It never went away. It just got put on the back burner, and it's time we put it back on the forefront of our minds.” READ MORE (pgatour.com) Build in community Do you have friends and colleagues who share your vision for stewardship? Invite them to join The Bottom Line & Beyond. SHARE THIS LINK Find The Signatry online: The Bottom Line and Beyond is a publication of The Signatry 7171 W 95th St, Suite 501 Overland Park, KS 66212 (913) 310-0279 You are receiving this email because you are subscribed to The Bottom Line & Beyond newsletter. Manage Preferences   Copyright © 2026 The Signatry, All rights reserved.     This does not constitute nor does The Signatry provide legal, tax, financial or other professional advice. You should consult professional advisors concerning the legal, tax, or financial consequences of your charitable activities. |
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