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126: Insights on Planned Giving from the BNY Annual Charitable Giving Report for 2024

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Manage episode 489036212 series 3558227
Content provided by Farella Braun + Martel LLP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Farella Braun + Martel LLP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, Cynthia Rowland is joined by David Ogburn, a senior client strategist with BNY Wealth. David will talk about the recently released BNY Annual Charitable Gift Report covering 2024. He will present the highlights from the annual report and share insights, best practices, and actionable strategy recommendations for planned giving success. This episode will be of particular interest to the charity executive leadership and board leadership alike.

Show Notes:

Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel

David Ogburn, Senior Client Strategist, BNY Wealth

BNY Wealth Annual Charitable Gift Report

EO Radio Show #123: Investing Charity and Foundation Assets in Turbulent Times With Jennifer Nelson

EO Radio Show YouTube Playlists: Private Foundations

If you have suggestions for topics you would like us to discuss, please email us at [email protected]. Additional episodes can be found at EORadioShowByFarella.com.

DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

  continue reading

129 episodes

Artwork
iconShare
 
Manage episode 489036212 series 3558227
Content provided by Farella Braun + Martel LLP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Farella Braun + Martel LLP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, Cynthia Rowland is joined by David Ogburn, a senior client strategist with BNY Wealth. David will talk about the recently released BNY Annual Charitable Gift Report covering 2024. He will present the highlights from the annual report and share insights, best practices, and actionable strategy recommendations for planned giving success. This episode will be of particular interest to the charity executive leadership and board leadership alike.

Show Notes:

Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel

David Ogburn, Senior Client Strategist, BNY Wealth

BNY Wealth Annual Charitable Gift Report

EO Radio Show #123: Investing Charity and Foundation Assets in Turbulent Times With Jennifer Nelson

EO Radio Show YouTube Playlists: Private Foundations

If you have suggestions for topics you would like us to discuss, please email us at [email protected]. Additional episodes can be found at EORadioShowByFarella.com.

DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

  continue reading

129 episodes

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