126: Insights on Planned Giving from the BNY Annual Charitable Giving Report for 2024
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126: Insights on Planned Giving from the BNY Annual Charitable Giving Report for 2024
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About this listen
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 eoradioshow@fbm.com. 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.