Sponsored By
Trusts & Estates logo

Three Key Financial Planning Trends That Will Impact Charitable GivingThree Key Financial Planning Trends That Will Impact Charitable Giving

Sandra Swirski and Joe Bull discuss higher interest rates, higher taxes absent congressional action and the looming regulation of cryptocurrency.

12 Min Read
TE-philanthropy.jpg

Volatility sometimes brings great opportunity. We offer you three trends that are destabilizing but don’t necessarily have to be devastating, because they offer silver linings. The first is higher interest rates and sticky inflation that offer charitable planning opportunities you can employ right now. Two other trends—higher taxes absent congressional action and the looming regulation of cryptocurrency—will play out over the next year or so and ought to be closely watched for more medium-term planning opportunities.

Inflation and Interest Rates

High inflation rates are an abstract concept for almost any American under the age of 50.

Even if you’re old enough to remember gas station lines that often circled around an entire block, double di...

Unlock All Access Premium Subscription

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today!

Already Subscribed?

About the Authors

Sandra G Swirski

Founder, Integer, LLC

Trusted executive, thought leader, and expert. I sit at the intersection of policy and philanthropy, and leverage my savvy, coalition building expertise, and deep industry knowledge to build solutions and progress for those I work with. I am also the founder of Integer, a women-owned government relations firm.

I have demonstrated expertise in collaborating with both major political parties to accomplish client goals.  My expertise comes from years on Capitol Hill working for seasoned Members of Congress and leading government relations teams for companies and clients in the private sector. 

I serve as a Board Member of Exponent Philanthropy, Member of the Philanthropy Editorial Board of Trusts and Estates as well as an Advisory Council Member of Engage, a bipartisan women's organization that promotes economic security for all American women. I am also a frequent speaker and author, providing insightful analysis of breaking financial issues and policy trends to watch for in Washington. I often publish with CEOWorld magazine on these insightful topics to provide my expertise to the public.

Joe Bull

Vice President/Chief Advancement Officer, Wilmington College

Joe Bull is vice president/chief advancement officer at Wilmington College in Wilmington, Ohio.