Pentera Webinar - Philanthropic Giving Trends and Insights from Private Wealth Clients During COVID-19
Presented by:
Donald Kent
Principal and Financial Advisor
Bernstein
Anne Bucciarelli, CFA
Head, Philanthropy; Co-Head, Family Engagement
Bernstein
Webinar Description:
This session will focus on philanthropic giving and the trends we are seeing today. With the current health crisis, donors are more focused on planning, impact, legacy, and their own mortality. We will discuss where charitable dollars are being directed, the CARES Act, and both charitable and noncharitable strategies that are attractive. We will also share insights from conversations with Bernstein Private Wealth Management's clients as they navigate mission, vision, involving the next generation, and governance into their philanthropic plan and changes they've made to address the current world environment.
About the Presenters:
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Donald Kent
Principal and Financial Advisor
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.
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Anne Bucciarelli, CFA
Head, Philanthropy; Co-Head, Family Engagement
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 chartered financial analyst charter holder and hold certificates from the Family Firm Institute (FFI) in Advanced Family Business Advising and Advanced Family Wealth Advising and am a 21/64 certified advisor.
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