Anne K. Bucciarelli, CFA

Anne K. Bucciarelli, CFA

Director—Wealth Strategies Group

16 Years at AB
18 Years of experience

Anne K. Bucciarelli is an SVP and Director of the Wealth Strategies Group and is responsible for wealth management research. She provides customized advice on complex financial issues for private clients and their advisors on wealth transfer strategies and asset allocation decisions. Anne leads Bernstein’s Philanthropy team, which is responsible for providing investment advice and solutions to philanthropic individuals and next-generation wealth owners. She also heads the Family Engagement and Education Services team, which helps families explore the transfer of wealth-related values and knowledge. She has been the author of and a contributor to the firm’s published research on several topics. Anne joined Bernstein in 2004, became an analyst in the Wealth Strategies Group in 2006 and assumed her current position in 2014. She earned her BA in finance and information systems from Loyola University of Chicago, magna cum laude and with honors. A Chartered Financial Analyst charterholder since 2011, she is also a member of the CFA Society New York. She also holds certificates from the Family Firm Institute (FFI) in Family Business Advising (CFBA), Family Wealth Advising (CFWA) and Advanced Family Wealth Advising (ACFWA) and is a 21/64 Certified Advisor. Anne is a board member of Baby Quest Foundation and a founding member of the American Brain Foundation Ambassador Program.

What You Can Do to Tackle Social Injustice
Lending a Hand from Afar
Concerned About Concentration? You Have Options
Which Charitable Gifts Give the Best Tax “Bang for the Buck”?

Which Charitable Gifts Give the Best Tax “Bang for the Buck”?

by Anne Bucciarelli
Donors often seek advice on the best ways to support their favorite charities. Many resort to giving cash, but often that’s not the most optimal gift. Donors over the age of 70½ have even more options—they can make a direct gift of either cash or another asset, or roll over a charitable IRA.* While both are relatively straightforward to implement, there are several factors that may make one of them more tax beneficial.

Philanthropy, Tax Management, Wealth Planning


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Philanthropy in Motion

Philanthropy in Motion

by Anne Bucciarelli
At this time of the year, families pause their busy lives and gather together to reflect on their many blessings. It’s also a time when thoughts of charitable giving are front of mind, and many make year-end donations. The holiday season offers an opportunity to not only reflect on how you’ve given in the past but to create a plan to drive your gifts going forward. As you gather with family or sit around the Thanksgiving table this year, take the opportunity to engage your heirs and discuss values and philanthropic interests. So when Giving Tuesday arrives on December 3, everyone can be involved in giving back.

Family Engagement, Philanthropy, Women & Wealth


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Two Charitable Vehicles That Go Hand in Hand

Two Charitable Vehicles That Go Hand in Hand

by Anne Bucciarelli, Jennifer Ostberg
How do you choose between starting a private nonoperating foundation and a donor-advised fund? In many ways, they are quite similar. They can be perpetual in nature and allow you to establish a legacy, engage your family in your giving program, and pass on your philanthropic values to your next generation. But there are some key differences.

Business Owners, Philanthropy, Women & Wealth


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Are Your Heirs Engaged?
Are Your Heirs Prepared?
Stocks, Mutual Funds, or ETFs —Uh?
Don’t Need Your IRA Required Minimum Distribution? Donate It.
A Day of Giving

A Day of Giving

by Anne Bucciarelli, Clare Golla
Giving Tuesday, November 27, comes at a time of year when individuals and organizations reassess their giving goals and make year-end donations. There are many ways to structure gifts to maximize the benefit to both the receiving charity and the donor. But this year, unlike years’ past, may differ because of the tax bill changes, which warrant a fresh look and perspective.

Endowments & Foundations, Philanthropy, Wealth Planning


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Americans Are in a Giving Mood

Americans Are in a Giving Mood

by Anne Bucciarelli
Philanthropy hit an all-time high in 2017. Americans gave over $400 billion last year, up more than 5% from the prior year. Even more interesting, almost all types of organizations saw an uptick in donations, primarily from individuals, who contributed the lion’s share. We look at some key findings from the 2018 Giving USA report on where the dollars are going and the growth of donor-advised funds.

Philanthropy, Wealth Planning


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Donor-Advised Funds: Utility Players of the Giving World

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