The Pentera Blog

Pentera Webinar Feb. 8 Discusses How to Help Donors During Uncertain Times

Concerned about how to help donors through these uncertain times of rising interest rates, a bullish stock market, and a new presidential administration? Pentera has a Webinar for you on Feb. 8.

"Overcoming Uncertainty: Charitable Planning in Today's Environment" will be presented at 1 p.m. EST by Don Kent and Tara Thompson Popernik, CFA, CFP®, both of AB Bernstein Private Wealth Management. The hour-long Webinar will discuss:

  • How to help donors think through a gift or gain comfort with a long-term giving strategy.
  • Which planning strategies are most effective in today's environment.
  • The new administration's proposed tax changes for individuals and how they may impact charitable planning going forward.

Kent is a principal of the firm and is a financial advisor in AB's New York office; he designs complex financial plans for high-net-worth families and charitable institutions. Popernik is the director of research for AB's wealth planning and analysis group; she is responsible for leading research initiatives on investment planning and asset-allocation issues.

You can sign up for the Webinar here.