U.S. Trust, Bank of America Private Wealth Management, is the premium
sponsor of the first annual National Forum on Family Philanthropy (ncfp14.org),
hosted by the National Center for Family Philanthropy this week in
Cambridge, Mass. As part of its support, leading executives from U.S.
Trust will offer new insights on the role of women in family
philanthropy and growing interest in social impact, values-based and
gender lens investing.
Claire Costello, national philanthropic practice executive, will
moderate a discussion about women’s contribution to the family
philanthropy and its effectiveness. Costello will be joined by
remarkable donors Jennifer Buffett, president and co-chair of the NoVo
Foundation, and Peggy Dulany, founder and chair of The Synergos
Jason Baron, portfolio manager of U.S. Trust’s Socially Innovative
Investing Strategy, and Jackie Vanderbrug, senior investment
strategist, will host a session titled “Impact Investing – Moving from
Intrigue to Implementation,” during which they will discuss the
potential financial and social returns of impact investing and how
this come of age approach offers additional means through which
families can pursue their missions.
The forum runs May 7-9, 2014 and convenes 250 leaders in family
philanthropy, trustees and other senior executives to explore critical
issues facing donor families. Attendees will hear from some of the most
thought-provoking leaders in the field, as well as the nonprofit and
private sectors, through a series of panel and open format discussions,
workshops and case studies. U.S. Trust thought leaders participating in
the forum include:
“Passing philanthropic values from one generation to the next is an
important way to maintain the productive purpose of wealth and to
sustain support for communities and causes meaningful to a family,” says
Costello, who also serves on the NCFP board. “Knowledge sharing set to
take place at this industry forum will contribute greatly to the broader
philanthropic discourse and enhance our ability to support our clients’
U.S. Trust Institutional Investments and Philanthropic Solutions
Trust, Bank of America Private Wealth Management is dedicated to the
philanthropic and nonprofit communities. Through U.S. Trust
Institutional Investments and Philanthropic Solutions we put our
strengths and resources behind every mission – be it a nonprofit
organization or a philanthropic individual or family. We provide
specialized advisory, administrative and investment solutions to both
nonprofit organizations and private philanthropic clients that help
transform their charitable goals into meaningful action. We tailor
mission-focused solutions and offer ongoing advice and guidance through
a close working relationship with a dedicated advisor, helping
organizations and individuals turn missions into milestones.
About The National Center for Family Philanthropy
Center for Family Philanthropy (NCFP) is the only national nonprofit
dedicated to families who give and those who work with them. NCFP
provides the research, expertise and networking opportunities necessary
to inspire our national network of giving families every step of the way
on their philanthropic journey. Families learn to transform their values
into effective giving that makes a positive and enduring impact on the
communities they serve. Learn more about the value of family
philanthropy at ncfp.org.
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Institutional Investments and Philanthropic Solutions is part of U.S.
Trust, Bank of America Private Wealth Management ("U.S. Trust"). U.S.
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Source: Bank of America