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High Net Worth Donors
November 29, 2016 @ 12:00 pm - 1:00 pm
$20.00| The 2016 U.S. Trust® Study of High Net Worth Philanthropy examines giving patterns, priorities and attitudes of America’s wealthiest households. Since 2006, this biennial study has been written and researched in partnership with the Indiana University Lilly Family School of Philanthropy. The largest, longest running series of its kind, the study is an important barometer for wealthy donors’ charitable engagement and viewpoints, offering valuable insights that inform the strategies of their peers, nonprofit professionals, charitable advisors, and others. At the end of this session participants will:
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Claire Costello is the National Philanthropic Practice Executive for Philanthropic Solutions at U.S. Trust, Bank of America Private Wealth Management. Ms. Costello is a recognized expert in philanthropy. Her reputation results from her involvement with a variety of non-profit ventures and her extensive work assisting high-net-worth individuals and families in identifying and fulfilling their philanthropic ambitions. She supports clients in making a broad range of philanthropic decisions concerning the implementation and execution of their giving strategies and is responsible for providing thought leadership and identifying best practices for both philanthropic families and nonprofit institutions. Previously, Ms. Costello founded and managed the Citigroup Private Bank global Philanthropic Advisory Service. She also practiced law as a litigator in both the public and private sectors, prior to which she clerked in the U.S. District Court.