Discover strategies to invest with confidence and achieve your financial goals. Explore expert insights on wealth planning, estate planning, retirement strategies, and market trends—all designed to help you make informed decisions.
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 with Autonomous AI Fundraising, Walter Dillingham, Wilmington Trust’s National Director of Endowments and Foundations, hosted an interactive session that brought together industry professionals to discuss how virtual engagement officers (VEOs) are transforming the way organizations connect with alumni, donors, and prospects.
The conversation explored:
How VEOs are being deployed in fundraising strategies
The impact of AI-powered engagement on donor cultivation
Best practices for integrating VEOs into advancement operations
23 Jan 2026
Economic Experimentation: Trade, Labor, and Debt Under the Microscope
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.
30 Oct 2025
Webinar - Putting Your Financial House in Order
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.
28 Oct 2025
Webinar - Maximizing Outcomes for Complex Wealth Plans
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, confidence, and actionable insights to help you close out the year with purpose.
28 Oct 2025
Webinar: Forward-Looking Planning for Business Owners
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 broader financial picture.
21 Jul 2025
Webinar - Midyear Market Check In: Are we climbing toward growth or sliding into risk?
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 valuable insights on what it could mean for your financial plan.
During the conversation, the team provided insight on:
The current state of the economy and markets
Key developments in Washington and global policy
The potential impact on portfolios and long-term strategies
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 as their philanthropic vehicles, and shared strategies to help nonprofits develop a plan to maximize their DAF fundraising.
1 Jul 2025
New Tariffs, Big Consequences: Preparing for What's Ahead
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 bottom of this page. and what they are watching in the weeks ahead.
During the conversation, the team provided insight on:
Their expectation for recession
What they believe the impact tariffs will have on the economy
The resiliency of the U.S. economy
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