Have the Giving Strategies of Family Offices Changed?

Audio Description

As a tumultuous year unfolds, have the giving strategies of wealthy families changed? That’s the question Bernstein colleagues Anne Bucciarelli and Heather George wrote about in the latest issue of Trust & Estates magazine. In their article “Philanthropy in a Pandemic” they reveal five key themes that have emerged from recent discussions with large family foundations and family offices with long-standing charitable track records. Today they join us to share their findings. What they learned about families’ top concerns, multi-generational dynamics, and the creative strategies being employed during this time of upheaval will be of interest to a broad range of nonprofits and those that fund them.

Clare Golla
Managing Director—Head of Foundation & Institutional Advisory Services

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