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At U.S. Trust, philanthropy is a key pillar of our business. Over many years of working with charitably-inclined individuals and nonprofit institutions, we have developed specialized investment, administrative and advisory services to help you meet your mission. Our team brings a depth of experience and resources related to nonprofit management, strategic philanthropy, and family wealth to our philanthropic relationships. Dedicated to understanding your priorities as an individual or an organization, and placing those needs at the center of the design and delivery of every relationship. 

Contact Us

Contact Us

Ann Limberg

Managing Director, Philanthropic Solutions

201.251.5406 Click to call

Private

Philanthropy is about more than giving money — it is about pursuing goals of great personal importance. Whether you wish to establish or continue your tradition of giving, unite your family around a common purpose or contribute your own experience in new ways, philanthropy can provide a unique opportunity to enrich your life. U.S. Trust is here to help you pursue your philanthropic aspirations. 

Institutional

Nonprofit organizations want to work with a team that truly understands the breadth of issues they face. These include maintaining operational efficiency and productivity while they contend with uneven markets, growing competition for donations, increased fiduciary requirements and other challenges. At U.S. Trust, your institution’s success is our mission.

Solutions

At U.S. Trust, we have the experience and a suite of solutions to help meet your diverse needs and goals. U.S. Trust has been a leading investment advisor to endowments and foundations for 160 years. With over $90 billion under management our dedicated team of 200 professionals located in offices throughout the United States supports your mission with a comprehensive suite of services including:

  • Investment outsourcing
  • Consulting and advisory 
  • Administrative services
  • Expertise in specialty asset management 

Contact Us

Get in touch with our expert for all your business-related needs.

Contact Us

Get in touch with our expert for all your business-related needs.

Ann Limberg

Contact Us

Get in touch with our expert for all your business-related needs.

Ann Limberg

Managing Director, Philanthropic Solutions

201.251.5406 Click to call
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