During the discussion, the panelists explore:
- Continuity and change in philanthropic behavior, including the impact of younger donors and evolving giving motivations
- Key factors that drive donors and how personal values shape giving decisions
- The resurgence of volunteering and emerging trends in impact investing and conscious consumerism
- Five distinct philanthropic types identified in the study: steadfast supporters, devout donors, entrepreneurs, changemakers and philanthropic experts
Host/Moderator:
Jennifer Chandler
Head of Philanthropic Solutions,
Bank of America Private Bank
Speakers/Panelists:
Dianne Chipps Bailey
National Philanthropic Strategy Executive
Bank of America Private Bank
William B. Jarvis
Philanthropic Executive
Bank of America Private Bank
Anna Pruitt
Philanthropic Strategist
Bank of America Private Bank
Sustainable and Impact Investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
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
