This session provides keen insights in to the gifting preferences of the "Next Gen" of clients. Nelle Schantz from Fidelity Charitable kicked this program off by sharing the highlights of The Future of Philanthropy, a study of the gifting preferences of 4,000 individual donors. An acceleration in online giving and increased support of causes that have a social benefit are a few of the conclusions Nelle covers.
This was really neat. Financial advisor Anne Bedinger joined Emily Rasmussen, founder and CEO of Grapevine, to explain how she uses Grapevine to support a Giving Circle, 100+ Women Who Care. For those interested in a plug-n-play platform to support nonprofit causes that are important to you and your friends, look no further than Grapevine.org.
Resources. Looking for content to include in your client-facing newsletter, blog, website or social media channel? Sign up here for the Fidelity Charitable Grab & Go Newsletter. And see the links below for more resources.
- The Future of Philanthropy Report
- Impact Investing Workbook
- Tips on engaging your families; Family Forward Guide
