Shows
Dakota Live! PodcastDakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth ManagementKick off the new year by focusing on what matters most. In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Clare Golla, National Managing Director of Philanthropic Services at Bernstein Private Wealth Management, to explore their unique approach to building financial resilience for families and nonprofits alike.Clare shares insights into Bernstein's "OCIO Plus" model, where outsourced CIO services go beyond traditional offerings to include holistic advice on investment and spending policies.Learn how Bernstein works with individual families to craft tailored investment and philanthropic solutions that align with their...
2025-01-0840 min
Inspired InvestingA Funder's Game Plan for Crisis and BeyondWith the world of philanthropy turned upside down, Henry Berman, CEO of Exponent Philanthropy, suggests creative ways lean funders can shine. He joins Clare Golla to discuss peer-to-peer learning, fast-tracking funding, and whether now is the time to spend more. 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 i...
2020-04-0829 minInspired InvestingFinancial Tips for Faith-Based OrganizationsShifts in generational demographics, declines in religious affiliation, and changes to tax laws are driving declines in giving, while the cost to maintain real estate are often outpacing those donation dollars. In this episode Clare Golla and members of the Council of Church Advisors, Fran Brown and Kim Davis, put these challenges in perspective and offer advice on what religious organizations can do. And to learn more, read our blog, "Searching for Financial Sustainability for Faith-Based Nonprofits," http://bit.ly/financial-sustainability | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates...
2019-09-2422 min