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


THE 2014 U.S. TRUST ® STUDY OF HIGH NET WORTH PHILANTHROPY Issues driving charitable activities among wealthy households OC TO BE R[removed]
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Document Date: 2014-10-20 12:50:43


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City

READING / Boston / /

Company

Bank of America N.A. / Bank of America Study / Fenner & Smith Incorporated / Certain U.S. Trust / U.S. Trust U.S. Trust / Bank of America Keri / BofA Corp. / Merrill Lynch / Global Capital Management / 2006 Bank / Institutional Investments & Philanthropic Solutions group / Institutional Investments & Philanthropic Solutions / Women’s Giving Networks / Bank of America Corporation / Bank Guaranteed May Lose Value Bank of America N.A. / Bank of America Julia / /

Continent

America / /

Currency

USD / /

Facility

University Lilly Family School / Indiana University / /

IndustryTerm

owned subsidiary / charitable tools / investment products / owned banking affiliates / investment solutions / /

Organization

Lilly Family School / Indiana University / Congress / civil society / Indiana University Lilly Family School / U.S. TRUST / FDIC / /

Person

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

Position

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

ProvinceOrState

Massachusetts / /

URL

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

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