Join Us for the “Year-End Strategies to Maximize Your Charitable Giving” webcast!
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman will offer their best thinking on topics including:
- Deciding how much to give and where to focus your giving
- Determining how to make your gifts: outright, in trust, with a donor advised fund or private foundation
- Evaluating tax-smart strategies for your giving
Date and Time: November 7, 2023 10:00 AM Pacific Time
Duration: 1 hour
You will find the discussion valuable if you are interested in engaging in charitable giving during your lifetime or as part of your estate plan or if you are involved with a family foundation or family office.
We hope you can join us.
Who Should Attend?
Individuals and Families Interested in Charitable Giving: If you’re considering contributing to charitable causes, whether it’s during your lifetime or as part of your estate plan, this event provides valuable insights and strategies to make informed decisions.
Donors and Potential Donors: If you’re already involved in charitable giving, attending this event can help you refine your strategies, understand tax-efficient methods, and explore various avenues for making impactful contributions.
Members of Family Foundations: If you’re part of a family foundation or involved in managing charitable initiatives within your family, the discussions on effective giving methods and strategies would be highly relevant.
Professionals in Estate Planning and Financial Advisory: Estate planners, financial advisors, and professionals in related fields can benefit from this event by gaining insights into the latest charitable giving trends, tax implications, and strategies to better assist their clients.
Family Office Representatives: Representatives from family offices managing wealth and charitable activities for high-net-worth families can learn valuable approaches to enhance their philanthropic efforts.
Nonprofit Organizations and Philanthropic Advisors: Professionals working in nonprofit organizations and philanthropic advisory roles can gain insights into donors’ perspectives and the strategies they consider when making charitable contributions.
Thanks to Our Sponsor!
Growing and Protecting Wealth for Generations
Fiduciary Trust is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting your wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations.
Our Keynote Speakers
Abby Axelrod-Wunderman CAP
Philanthropic Director, Vice President Family Office Services, Foundations And Endowments
Abby Axelrod-Wunderman CAP is responsible for providing trusted guidance and customized solutions in philanthropic strategy, planning, and administrative support. She assists nonprofits and families in various areas including board governance and dynamics, rising-gen education, grantmaking, strategic visioning, fundraising and revenue diversification, and high impact-investing. She also serves as Chair of Philanthropy Planning for the firm. Prior to joining Fiduciary Trust International, Abby served as Director of Charitable Giving at the Community Foundation for Palm Beach and Martin Counties. Prior to that, she started a private family foundation for a top hedge fund manager. She has consulted for various national nonprofits across Florida, South Carolina, and Virginia and remains an active board member of The Daily Drip Foundation and Elite Foundation. She is a frequent philanthropy contributor for The Daily Drip, a Florida-based media company. She earned a First-Class Honors Bachelor of Arts (Summa Cum Laude) from the University of Kent in Canterbury, England, and a master’s degree from Winthrop University in South Carolina. She is also a certified Chartered Advisor in Philanthropy (CAP) from the American College of Financial Services.
Bryan D. Kirk
Director Of Estate And Financial Planning And Trust Counsel
Fiduciary Trust International
Bryan D. Kirk is responsible for overseeing financial and estate planning services for Fiduciary Trust. In addition, he regularly consults with clients across the country and internationally on the integration of their goals and circumstances into their financial and estate plans. Bryan has broad experience in multi-generational asset management and transfer planning, including estate, gift, generation-skipping transfer and income tax planning, charitable giving, philanthropy, family education and governance, liability and risk management, real property matters and complex assets, such as private equity and debt. He serves as Chief Fiduciary Officer of Fiduciary Trust International of California and is a member of Fiduciary Trust’s Management and Operating committees. Before joining Fiduciary Trust, he was a partner with Botto Law Group LLP in San Francisco. He earned his law degree from University of California, Berkeley, and graduated, cum laude, from Claremont McKenna College with a Bachelor of Arts degree in literature and government. He is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California and a full member of the Society of Trusts and Estates Practitioners (STEP) and the Palo Alto Area Bar Association. Bryan is also a Certified Financial Planner™ professional. A sixth-generation Californian, he lives in Palo Alto, California, with his wife and three children.
Patricia M. Soldano
President & Chairman, FEUSA, Founder & President & Chairman, PATG
Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017.
Webcast Date and Time:
November 7, 2023 10:00 AM Pacific Time
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