Philanthropy – The Road Ahead
Moving your non-profit organization forward in this complex time
In this audiocast, host Ann Limberg, Head of Philanthropic and Family Office Solutions, is joined by Ken Shepard, Head of Wealth and Portfolio Strategy, Bill Jarvis, head of Philanthropic Thought Leadership and Research and Dianne Bailey, head of our National Philanthropic Strategy team. The speakers share insights to help non-profits, endowments and foundations develop strategies to engage constituents, support employees and operate in a financially stable way in the long term. Listen to the audiocast for an investment and market overview, best practices for effective and responsible governance, and a breakdown of the importance of active board leadership and donor engagement.
Important Disclosures
All information is as of April 8, 2020. Opinions are those of the presenters and subject to change based on market fluctuations.
Institutional Investments & Philanthropic Solutions (“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 and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Brokerage services may be performed by wholly owned brokerage affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”).
