Wilmington Trust Webinars

The future of donor engagement is here—and it may be powered by AI. Many fundraising professionals and advancement teams are facing increasing pressure to do more with less. virtual engagement officers (VEOs) offer a powerful solution—combining automation with intelligence to help organizations engage donors at scale while maintaining meaningful connections. In our recent webinar, Raising Money wi...

On January 14 the investment team explored the major themes expected to shape the economy and markets in 2026. The conversation also offered practical insights designed to help clients and customers navigate the year ahead.

Listen as Karin Christenson, senior wealth planner, and Allison Pierce, wealth planning team leader, share insights on a number of strategies to consider, including charitable and family giving, estate and risk planning, and income and tax strategies.

Listen as Senior Wealth Strategists, Dolly Donnelly and Matthew Lee guide you through the essential building blocks of smart year-end planning tailored to complex financial profiles and long-term goals. During this conversation, they will cover many topics, including estate planning and tax mitigation strategies, income tax planning, and family governance and infrastructure. Gain clarity, confiden...

Listen as Chief Wealth Strategist Marguerite Weese and Head of Family Office Experience Blair Talty discuss ways business owners can make the most of year-end planning. The conversation includes guidance on optimizing your 2025 tax position, operational continuity and financial resilience, how to support long-term leadership transitions, exit strategies, and aligning your business goals with your...

On July 17, Head of U.S. Markets, Wealth Management Dave DiLuigi moderated a discussion with our investment team on how recent legislation, shifting trade dynamics, and Federal Reserve policy are shaping the investment landscape—and what it all could mean for your financial plan. Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley shared val...

On February 27, 2025, we hosted an installment in our Philanthropic Speaker Series, Donor Advised Funds Revisited: Leveraging Donor Advised Funds for Fundraising Success. This webinar was hosted by National Director of Endowments and Foundations Walter Dillingham and included an interactive panel discussion featuring industry professionals who discussed how donors are increasingly looking to DAFs...

On April 9, Head of Wealth Management Lisa Roberts moderated a discussion with our investment team on the current volatility and economic outlook. Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley shared valuable insights on the recent market drawdown1Disclosure number, please reference additional details in the Disclosures section at the...