Wed, Jan 14
|MAC - Gilkey Room
Charitable Giving by Affluent Households and Inflation Proofing Distributions
Affluent families are reshaping how and why they give, and advisors are being asked to navigate increasingly complex philanthropic, tax, and distribution challenges. Join Jay Kirkpatrick for a look at how affluent households are giving today—and strategies for inflation-proofing distributions.
Time & Location
Jan 14, 2026, 11:30 AM – 1:00 PM
MAC - Gilkey Room, 2316 W 1st Ave, Spokane, WA 99201, USA
About the Event
Charitable Giving by Affluent Households and Inflation-Proofing Distributions
Philanthropy continues to play a central role in wealth planning for high-net-worth and ultra-high-net-worth families—but inflation, market volatility, and shifting expectations around legacy and impact are reshaping how affluent households give.
Join INWPGC for an in-depth, practitioner-focused session with Jay Kirkpatrick, CFP®, CIMA®, CPFA®, C(k)P®, Private Wealth Advisor and leader of the Kirkpatrick-Violette Group at Merrill Private Wealth Management. Drawing from his work advising ultra-high-net-worth families and institutions across the country, Jay will explore:
Current trends in giving among affluent households
How inflation is affecting charitable distributions, donor behavior, and endowment planning