The Future of Philanthropy: Navigating Multi-Generational Giving Trends

Mar 19, 2025 8:00 AM

March 19, 2025 | 8:00 am – 10:00 am  
Monument Wealth Management 
1940 Duke St Suite 6100, Alexandria, VA 22314 (6th Floor) 

Professional advisors should closely monitor multi-generational giving trends, especially as significant wealth transfers are taking place. According to Global Finance Magazine, “Younger generations have no loyalty towards their parents’ preferred banks . . . In fact, 87% of children plan to take management of their inheritance elsewhere.” Global Finance Magazine and other sources are calling for an estimated $84 trillion in wealth to be transferred from Baby Boomers to Gen X, Millennials, and Gen Z over the next two decades. This lack of perceived loyalty could have a major impact on professional advisors and charitable organizations alike, affecting family giving dynamics.   

Join us with Emily Harper, CFP^®  and Jessica Gibbs, CFP^® , experts from Monument Wealth Management, as we cover relevant data and insight into trends in family giving and multi-generational philanthropy. Explore the solutions that philanthropic and financial advisors can offer to clients with families during a presentation alongside likeminded professionals. 

This event is free to attend.  Coffee and light refreshments will be provided for guests. 

This session is hosted in partnership between the Community Foundation for Northern Virginia and Monument Wealth Management. 

Program: 

8:00 – Welcome + Refreshments  
8:30 – Presentation & Discussion 
9:30 – Networking & Open Dialogue  

Our Hosts: 

“My goal as an advisor is to help clients think about what their wealth enables like spending time with loved ones, creating experiences, or making an impact. When approached this way, we can design a wealth plan that creates true fulfillment.”

Emily Harper, CFP^® is Vice President and Partner at Monument Wealth Management. Emily is a Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™, tax-planning enthusiast, frequent guest co-host of the OFF THE WALL podcast, and mom of 2 adorable chocolate labs. She was named by Northern Virginia Magazine as a Top Wealth Advisor in Northern Virginia (2022, 2023). Emily is also a Darden MBA graduate and has been featured in publications such as InvestmentNews, CEO Blog Nation and SmallBizDaily. Prior to joining Monument, she worked at T. Rowe Price in various advisory and leadership roles. As someone who is truly a "planner” in every sense of the word, she’s your go-to for great advice about wine, dining, travel, and designing a tax-efficient wealth plan with purpose. 

“As an advisor, I always want to be helpful—to not just answer clients’ questions, but to add value, think of creative ideas, and be a good listener. I particularly want to ensure women feel empowered and engaged in their own wealth planning and vision for their future.”

Jessica Gibbs, CFP^® is Vice President and Partner at Monument Wealth Management. Jessica is a Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™, philanthropic advisor, host of the OFF THE WALL podcast, speaker, and dedicated mom of two boys. She has received several industry recognitions by Forbes including being ranked as a Top Next-Gen Best-in-State Financial Advisor (2017, 2019, 2023) and as a Top Female Financial Advisor in Virginia (2023). She’s been interviewed by numerous publications including Forbes, Barron’s Advisor Podcast and Investment News. Prior to joining Monument, Jessica worked on the development team at the Brookings Institution. She also completed a two-year leadership and business management program with the Ensemble Practice G2 Leadership Institute and earned her Certificate in Financial Planning from Georgetown University. Jessica loves working with clients in all areas of Private Wealth Design, but especially when it comes to estate planning techniques, transferring wealth and values to future generations, and helping clients achieve their philanthropic goals.