High Net Worth Philanthropy: The 2016 Trust Study

This webinar will review the key findings of the U.S. Trust 2016 Study of High Net Worth Philanthropy, a biennial study that has been conducted in conjunction with Indiana University’s Lilly Family School of Philanthropy. It is considered one of the largest and longest running bodies of research of its kind. In this session, we will review the 2016 study findings and attempt to provide deeper understanding of giving patterns and views of the current economic and political environment as it relates to philanthropy.

Joel Moore, Financial Advisor, Senior Portfolio Advisor – Bank of America Merrill Lynch Global Institutional Consulting and Matt Laufman, Senior Vice President, Practice Expert – Nonprofit Consulting and Planned Giving U.S. Trust® Institutional Investments & Philanthropic Solutions will present. Recorded in February 2017.