For Professional Advisors

How to Support Your Clients’ Giving: Current Philanthropic Trends in Affluent Households

Date

Jan 11, 2022

Time

12:00 p.m.- 1:00 p.m.

Location

Virtual

Presenter(s)

Claire Costello, Managing Director, Senior Philanthropic Strategist for Philanthropy Solutions, Bank of America Private Bank

Cost

Free

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Co-presented by The Community Foundation for Greater New Haven
Fairfield County's Community Foundation
Hartford Foundation for Public Giving

The extraordinary year that was 2020 profoundly affected every aspect of our lives. Despite the adversity, affluent families maintained the patterns of charitable giving characteristic of better times: 90% gave similarly in 2020 as they had in previous years.

Join us for a discussion led by Claire Costello on this and other findings and insights from the 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households.

Costello will share giving and volunteering practices of wealthy households and discuss how trends in philanthropic attitudes and behaviors can give your practice a cutting edge.

Questions? Please email Carmen Burgos.

Claire Costello, Managing Director, Senior Philanthropic Strategist for Philanthropy Solutions, Bank of America Private Bank

About the Presenter:
Claire Costello is a recognized expert in philanthropy. Her reputation results from her involvement with a variety of nonprofit ventures and her extensive work assisting high-net-worth individuals and families in identifying and fulfilling their philanthropic ambitions. She supports clients in making a broad range of philanthropic decisions concerning the design and execution of their giving strategies and is responsible for providing thought leadership and identifying best practices for both philanthropic families and nonprofit institutions.