After months of pandemic lockdown, economic uncertainty and civil unrest, now might not seem to be the ideal time for advisors to discuss charitable giving with their clients. But it turns out that philanthropy by high-net-worth (HNW) and ultra-high-net-worth individuals is on the rise as people become more passionate about helping to solve the world’s problems.
Kathryn Swain is a Director for Pershing, a BNY Mellon company, where she leads the Wealth Solutions and Investor Communications teams within the Global Strategy & Product Management Group for Pershing. Her teams develop solutions that help Pershing clients differentiate themselves in the marketplace, grow their business and meet investor needs. She has an enterprise focus on key initiatives that produce programs, such as sophisticated liquidity strategies and philanthropic solutions, to meet the demands of the high-net-worth and ultra-high-net-worth markets.