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High-net-worth individual / Millionaire / Fundraising / Philanthropy / Estate tax in the United States / Causes / Donor advised fund / GiveIndia / Wealth / Taxation in the United States / Economics


Document Date: 2014-11-21 10:31:33

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City

READING / Boston / /

Company

2006 Bank / Bank of America Study / Institutional Investments & Philanthropic Solutions group / Lilly / Women’s Giving Networks / U.S. Trust Institutional Investments / Institutional Investments and Philanthropic Solutions / U.S. Trust U.S. Trust / Bank of America Keri / Bank of America Julia / /

Continent

America / /

Currency

USD / /

Facility

Indiana University / University Lilly Family School / /

IndustryTerm

charitable tools / investment solutions / /

Organization

School of Philanthropy / Congress / civil society / U.S. Trust / Indiana University / /

Person

Cynthia Hyatte / Grace Baranowski / Una Osili / Melanie McKitrick / Amy Thayer / David Ratcliffe / Min Qi / Ehrenfeld / Jon Bergdoll / Matthew Card / Ramsay Slugg / Heidi Newman / Jacqueline Ackerman / Amir D. Hayat / Claire Costello / Gillian Howell / Jeannine Salcedo / Adriene Davis Kalugyer / Nicole Maclay / Patrick Rooney / Diann Petrino / Michael Walz / Joy Chaillou / Xiaonan (Coco) Kou / Denay Patterson / /

Position

dedicated advisor / Senior Vice President / Philanthropic Specialist / Managing Director / National Philanthropic Practice Executive / Senior Vice President of Communications / Global Wealth & Investment Management / Statistician / advisor / leading driver / Director of Research / Senior Vice President / Managing Director / Wealth Strategies Advisor / Managing Director / Vice President / Media Relations / Global Wealth & Investment Management / Associate Dean for Academic Affairs and Research / Administrative Assistant Research Assistants / Managing Director / Division Philanthropic Executive / Director / National Philanthropic Solutions / charitable advisors / Managing Director / Philanthropic Sales Executive / Manager of Communications / Research Associate / Managing Director / National Philanthropic Solutions Executive / /

ProvinceOrState

Massachusetts / /

URL

www.philanthropy.iupui.edu / www.ustrust.com/philanthropy / /

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