The Pentera Blog
Pentera Webinar Aug. 13 on Philanthropic Giving Trends and Insights from Private Wealth Clients During COVID-19
Register for the free webinar here.
On August 13, Pentera will present a free Webinar on philanthropic giving trends and insights from private wealth clients that have emerged during the pandemic—with the Webinar featuring two top financial advisors from Bernstein Private Wealth Management.
"Philanthropic Giving Trends and Insights from Private Wealth Clients During COVID-19" will be led by Don Kent, a well-known presenter at national conferences and Bernstein's principal and financial advisor, and Anne Bucciarelli, CFA, Bernstein's head of philanthropy and co-head of family engagement.
"With the current health crisis, donors are more focused on planning, impact, legacy, and their own mortality," Kent explained. "We will discuss where charitable dollars are being directed, the CARES Act, and both charitable and noncharitable strategies that are attractive."
The Webinar will also share insights from conversations with Bernstein Private Wealth Management's clients as they make changes to address the current world environment and navigate mission, vision, involving the next generation, and governance into their philanthropic plans.
The free Webinar is from 1-2 p.m. ET Aug. 13. You can register for it here.
About the presenters:
Donald Kent
Principal and Financial Advisor
Bernstein Private Wealth Management
For 33 years, I have been working with ultra-high-net-worth individuals and their advisors. Initially, I focused on charitable gift planning, helping philanthropists understand and take advantage of the many strategies that are available to leverage one's generosity in the most tax-efficient ways. Since joining Bernstein in 2000, I focus on my clients' overall financial goals and concerns. Together we develop comprehensive plans to manage their wealth, wisely deploy it, and determine its ultimate disposition and impact.
Anne Bucciarelli, CFA
Head, Philanthropy
Co-Head, Family Engagement
Bernstein Private Wealth Management I joined Bernstein 16 years ago and lead our philanthropy team, which is responsible for providing investment advice and solutions to philanthropic individuals and next-generation wealth owners. I co-head the family engagement services team, which helps families explore the transfer of wealth-related values and knowledge. I'm a financial analyst charter holder and hold certificates from the Family Firm Institute in Advanced Family Business Advising and Advanced Family Wealth Advising and am a 21/64 certified advisor.
