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Bernstein’s Head of Endowment and Foundation Advisory Services Clare Golla informs and educates organizations and individuals who strive to invest purposefully- with and for a mission.

Inspired Investing Bernstein Insights Network

    • Investering

Bernstein’s Head of Endowment and Foundation Advisory Services Clare Golla informs and educates organizations and individuals who strive to invest purposefully- with and for a mission.

    Three Donor Engagement Strategies for Year End

    Three Donor Engagement Strategies for Year End

    Two Bernstein professionals overseeing tax planning and giving strategies share the conversations that are resonating with donors this year. How is the CARES Act creating a once-in-a-lifetime giving opportunity in 2020? Why are bequests gaining traction right now? And what makes gifting appreciated securities extra appealing amid today’s narrow stock market? We offer prescriptive, compelling angles for your year-end outreach. For more on the blogs mentioned in today’s episode, visit https://blog.alliancebernstein.com/library/the-window-is-closing-for-donors-to-care.htm?, https://blog.alliancebernstein.com/library/life-is-uncertain-your-estate-plan-shouldnt-be.htm, https://blog.alliancebernstein.com/library/how-long-can-big-tech-dominate-the-market
    Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
    The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.
    © 2020 AllianceBernstein L.P.

    • 25 min
    Flipping the Script on Responsible Investing

    Flipping the Script on Responsible Investing

    A decade ago, fiduciaries wondered, “Will considering ESG investments violate my fiduciary duty?” Today, that question has been turned on its head. Decision-makers now ask, “Will I breach my fiduciary duty by not investing responsibly?” Bernstein professionals Travis Allen and Chris Clarkson join Clare to discuss next steps for investment committees considering responsible investing, as well as the most critical aspect that many overlook—measuring “responsibility” in your portfolio. For more, read our blog, “Are Nonprofits Dutybound to Invest Responsibly?” http://bit.ly/nonprofitsblog
    Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
    The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.
    © 2020 AllianceBernstein L.P.
     

    • 24 min
    Have the Giving Strategies of Family Offices Changed?

    Have the Giving Strategies of Family Offices Changed?

    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.
    Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
    The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.
    © 2020 AllianceBernstein L.P.
     

    • 24 min
    A Playbook for Virtual Branding

    A Playbook for Virtual Branding

    The pandemic is prompting many mission-driven organizations to step up their online game. Most already have a web site. But far fewer have fundamentally changed the way they operate and build their brand in this increasingly online world. That must change. Nonprofits offer a vital pathway to action for those who feel compelled to respond to today’s unfolding crises. But what’s the best way to get your message out? How can you attract more followers and convert clicks into volunteers and donations? Bernstein’s own in-house marketing experts offer detailed, prescriptive advice for ramping up your social media presence and amplifying your mission online. For further insights, visit Fulfilling Your Mission https://bit.ly/fulfillingyourmission
    Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
    The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.
    © 2020 AllianceBernstein L.P.

    • 22 min
    Learning from Front Line Leaders

    Learning from Front Line Leaders

    Many nonprofits feel under siege and don't know where to turn. Who better to offer advice than peers from other local, national, and global nonprofit organizations? Here are the best ideas gleaned from our Looking Forward, Giving Back webinar series—which featured proven leaders from both the social sector and the arts—discussing their biggest challenges, innovative responses, and what the post-pandemic future may hold. Tune in for actionable insights you can bring back to your own organization. For further insights, visit Fulfilling Your Mission https://bit.ly/fulfillingyourmission
    Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
    The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.
    © 2020 AllianceBernstein L.P.

    • 19 min
    Supplier Diversity: The “Will and the Skill”

    Supplier Diversity: The “Will and the Skill”

    The pandemic’s burden is falling disproportionately on vulnerable populations. At the same time, many are grappling with ways to keep local businesses afloat. Could the power of collective action—channeling the nonprofits community’s tremendous purchasing power—serve as a strategic solution to both? Whether through inclusive procurement or intentionally approaching a large capital spend, supplier diversity can prove mutually beneficial for nonprofits and their surrounding communities. For further insights, visit Fulfilling Your Mission https://bit.ly/fulfillingyourmission
     
    Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
    The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.
    © 2020 AllianceBernstein L.P.

    • 30 min

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