BKD Foundation Makes Grant to Help CFO Promote the 5% Solution

ShariandWinterWEB

The BKD Foundation has made a $1,029 grant to the Community Foundation of the Ozarks to pay for marketing materials for “The 5% Solution,” which encourages individuals to consider leaving five percent of their estate to charitable causes. The marketing materials include brochures and framed posters for professional advisors to display in their offices and client areas. The 5% Solution is the result of the Missouri Transfer of Wealth Study, commissioned by the Alliance of Missouri Community Foundations, which estimates that in the Ozarks alone, more than $47 billion of personal wealth will be passed from one generation to another over the next decade.

Pictured: Shari Hoffman, Senior Managing Advisor with BKD Wealth Advisors, LLC and CFO board treasurer, presents the grant to Winter Skelton, CFO Development Operations Officer.