2023 Bank of America Study of Philanthropy

Charitable Giving by Affluent Households

 

Join us on October 17 at 4:00 p.m. Eastern for a virtual event, 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households.  A panel of will discuss the findings of the 2023 Bank of America Study of Philanthropy.

 

Our panel will explore:

  • Trends in giving and volunteering
  • Use of a robust toolkit of strategies and vehicles to help meet giving goals
  • How women are changing the philanthropic sector
  • Engagement of the next generation to shape the future of philanthropy

 

Premiering October 17 at 4:00 p.m. Eastern.

 

Host/Moderator:

Ann Limberg Headshot

Jennifer Chandler

Head of Philanthropic Solutions,
Bank of America Private Bank

Host/Moderator:

Ann Limberg Headshot

Jennifer Chandler

Head of Philanthropic Solutions,
Bank of America Private Bank

Panelists:


Una Osili Headshot

Una Osili

Associate Dean for Research and International Programs,
Indiana University

Dianne Bailey Headshot

Dianne Bailey

National Philanthropic Strategy Executive,
Bank of America Private Bank

William Jarvis Headshot

William Jarvis


Philanthropic Executive,
Bank of America Private Bank

Una Osili Headshot

Una Osili

Associate Dean for Research and International Programs,
Indiana University

Dianne Bailey Headshot

Dianne Bailey

National Philanthropic Strategy Executive,
Bank of America Private Bank


 

William Jarvis Headshot

William Jarvis

Philanthropic Executive,
Bank of America Private Bank


 

Important Disclosures:

Una Osili is not affiliated with Bank of America Private Bank.

Institutional Investments & Philanthropic Solutions (also referred to as “Philanthropic Solutions” or “II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Trust, fiduciary, and investment management services are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. and its agents. Brokerage services may be performed by wholly owned brokerage affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”).

MLPF&S makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp. MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Certain Bank of America Private Bank associates are registered representatives with MLPF&S and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates.