37 episodes

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

Inspired Investing Bernstein Private Wealth Management

    • Business
    • 4.2 • 5 Ratings

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

    NACUBO: What Could Be Missing?

    NACUBO: What Could Be Missing?

    How much can we really extrapolate from this year’s NACUBO report? While the top line results offer some clues for nonprofits and the social sector, it’s essential to broaden the lens for institutions of different sizes. 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.
    © 2022 AllianceBernstein L.P.

    • 22 min
    What’s Possible When You Expect More from Capital

    What’s Possible When You Expect More from Capital

    As foundations and nonprofits broaden their exposure to alternative investments, many are also shifting towards responsible investing. What lies at the intersection? Impact investing in private equity and venture capital—a way to raise the bar in investment portfolios.
    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.
    © 2022 AllianceBernstein L.P.

    • 28 min
    Cash—Not as Simple as You’d Think

    Cash—Not as Simple as You’d Think

    With inflation rearing its head, decision-makers are under pressure to eke out as much return as possible for their organizations’ portfolios. We take a second look at cash, leaving no stone unturned in the search for value. For more resources on strategic cash management, listen to our prior episode https://plnk.to/II/e/1000508492518 or check out our blog https://www.bernstein.com/our-insights/insights/legacy/articles/cash-doesnt-have-to-be-a-drag-for-nonprofits.html.
    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.
    © 2022 AllianceBernstein L.P.





     

    • 20 min
    To ESG or Not ESG—Answers to Your Questions

    To ESG or Not ESG—Answers to Your Questions

    ESG has come under fire lately in several high-profile articles in academia and the media, prompting fiduciaries to raise concerns. Is ESG really all it’s cracked up to be? Today we separate fact from fiction when it comes to responsible investing. To learn more, explore our microsite https://www.bernstein.com/our-insights/responsible-investing.html.
    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.
    © 2022 AllianceBernstein L.P.

    • 21 min
    Giving Preview 2022: An Insider’s Look at the Landscape

    Giving Preview 2022: An Insider’s Look at the Landscape

    What should the giving world expect in 2022? A continuation of recent trends or some reversals? Two frontline leaders—Kristin Carlson Vogen of the Chicago Community Trust and Laura MacDonald, chair of the Giving USA Foundation—share their takes on topics like donor retention, accessing DAFs, and how inflation factors in.
    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.
    © 2022 AllianceBernstein L.P.

    • 30 min
    Growing Pains: How to Handle a Transformational Gift

    Growing Pains: How to Handle a Transformational Gift

    McKenzie Scott sent shockwaves through the philanthropy world with her transformational gifts over the past two years. But what is it like to be a smaller organization on the receiving end of a game-changing donation? We talk to an expert in the field—David La Piana—on the promise and pitfalls of this kind of “sudden windfall”.
    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.
    © 2021 AllianceBernstein L.P.

    • 16 min

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