Insights on Planned Giving From the BNY Annual Charitable Giving Report for 2024

June 16, 2025 Podcast
 EO Radio Show – Your Nonprofit Legal Resource
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Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, Cynthia Rowland is joined by David Ogburn, a senior client strategist with BNY Wealth. David will talk about the just released BNY Annual Charitable Gift Report covering 2024. He will present the highlights from the annual report and share insights, best practices, and actionable strategy recommendations for planned giving success. This episode will be of particular interest to the charity executive leadership and board leadership alike.

 

Show Notes: 

David Ogburn, Senior Client Strategist, BNY Wealth

BNY Wealth Annual Charitable Gift Report

EO Radio Show #123: Investing Charity and Foundation Assets in Turbulent Times With Jennifer Nelson

EO Radio Show YouTube Playlists: Private Foundations

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DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.