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2021 Economic Outlook and What High-Net Worth Individuals Are Thinking
Wondering how current economic trends affect donor behavior? Kashi Yoshikawa, CFA® joins Carl Newbanks and Marie Ruzek, CAP® to break down opportunities for charitable planning in today’s market.
✨ Inside this episode:
- How high stock valuations and low interest rates impact giving
- Insights on ESG and socially responsible investment trends
- Strategies to engage high-net-worth donors in creative giving
🎧 Press play to stay ahead of economic trends and guide donors effectively.
Key Topics/Themes: Economic trends, high-net-worth giving, ESG investing, donor strategy, planned giving
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By Leave a Legacy MN
5
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Wondering how current economic trends affect donor behavior? Kashi Yoshikawa, CFA® joins Carl Newbanks and Marie Ruzek, CAP® to break down opportunities for charitable planning in today’s market.
✨ Inside this episode:
- How high stock valuations and low interest rates impact giving
- Insights on ESG and socially responsible investment trends
- Strategies to engage high-net-worth donors in creative giving
🎧 Press play to stay ahead of economic trends and guide donors effectively.
Key Topics/Themes: Economic trends, high-net-worth giving, ESG investing, donor strategy, planned giving