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Strategic Philanthropy &
Grantmakingfor Individuals & Families

Giving with Passion and Purpose

Philanthropy is about more than making charitable contributions. It is about living according to your values and supporting what matters most to you. 

Our Approach

Philanthropy offers a unique opportunity to enrich your life, establish or continue a tradition of giving, share your skills and experience and unite your family around a common purpose. It begins with what matters most to you. 

Your advisor can bring you our broad suite of philanthropic services to help you maximize the benefit of your charitable contributions — for the causes you support, for your sense of personal fulfillment and to help ensure that your giving fits seamlessly with your other financial goals. This approach can enable you to share your financial success with others and create a lasting legacy of giving.

My name is Gillian Howell and I am the private philanthropy executive for U.S. Trust.  

A lot of our clients today, treat their philanthropy almost like a business. So they’ve earned their wealth in a certain way and they want to be able to give it away and actually have impact.  

It’s all about choices and so you make a choice first of all to give, and then how to give, what to give, who to give to. These are really important choices with significant consequences and people need help with that. And that’s where we can step in and really help them. We’ve got the expertise, and we’ve got the breadth of services and resources to help them navigate all of those choices.

People are interested in the tax benefits of giving and that is a very complex area. And if that’s all they need, that’s what we can help with; just give them advice. If they actually need us to implement and start a foundation for them, or a donor advised fund for them, we can do that also. And then we can also run that foundation for them. All of that kind of back office work is done by us, so it frees them up for the joy of giving.  
 

One of the most fulfilling things for a client, but also one of the most fulfilling things for us in this business, is to help them achieve their objectives, and help them achieve their goals in philanthropy, and to actually see that change.

 

And we’ve seen that, for an example of that is where you’re supporting a program that helps inner city kids. Thirty children are engaged in that program, they’re working on a shoestring in the non-for profit, they barely have enough money to keep this program going, and a year later that program now has 300 kids in that program, and they’re engaged every day, benefiting from it, changing lives. And for you to go to that non-for profit and see the joy on the faces of those children, you know you’re achieving something major in their lives. But also your lives are changed by it.

Important Information 

Opinions expressed herein are those of the featured participant, U.S. Trust, and may differ from those of Bank of America Corporation and its affiliates. The information presented in this video is for discussion purposes only and is not intended to serve as a recommendation or solicitation for the purchase or sale of any type of security. This video does not constitute investment advice and is issued without regard to specific investment objectives or the financial situation of any particular recipient. 

Always consult with your independent attorney, tax advisor, investment manager and insurance agent for final recommendations and before making any tax-related investment decisions or changing or implementing any financial, tax or estate planning strategy. 

Investment products:

Are Not FDIC Insured  Are Not Bank Guaranteed May Lose Value 


U.S. Trust operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation. Bank of America, N.A. and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank. Bank of America, N.A., Member FDIC.

Many of our clients today treat their philanthropy almost like a business. The decision to give involves many complex choices :  when to give, who to give to, how to give, and what to give. U.S. Trust has the breadth of services and depth of resources to help you navigate these complex choices.

Services

Lifetime Giving Strategies

Establish a philanthropic approach based on your values, purpose, and needs.

Foundations & Grantmaking

Access resources and support throughout all phases of the foundation life cycle — from inception to implementation to board transitions or termination.

Strategic Philanthropy

Understand where you can achieve the most impact and learn ways to give beyond traditional grantmaking.

Donor-Advised Fund

Explore how Donor Advised funds, a growing charitable vehicle, could help support your charitable giving.

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Related Solutions

Impact Investing

Aligning your investments with your social and environmental values.

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Specialized Foundation Services

Maximizing effectiveness and efficiency.

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Business Owners

Insights and guidance for you, your family and your business needs.

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