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Looking Ahead at the Future of Giving Back

An inspirational day where the world's most prominent donors and change makers came together with a shared desire to better the world — and to alter it for good.

Montage of a city building and attendees to the Town & Country 2018 Philanthropy Summit

Town & Country 2018 Philanthropy Summit

U.S. Trust was a proud sponsor of the Town & Country Philanthropy Summit held May 9, 2018 at the Hearst Tower in NYC. It was the publication’s fifth anniversary and U.S. Trust’s second year participating in a packed day of insightful panels and one-on-one conversations that inspired, motivated and encouraged clients/prospects and key thought leaders in the Philanthropic space on important topics. Ann Limberg Head of Philanthropic and Family Office Solutions and Evan Beard, U.S. Trust, National Art Services Executive led some of the key discussions with other speakers to bring the Philanthropic conversation to the forefront. 

Igniting Conversation to Engage and Drive Change

Philanthropy is in everything we do, whether it is crossover into Education, Art, Activism, Times of Disaster or conversations with multi-generational families. It’s about making life purposeful with a sense of passion to give back and do the right thing. Philanthropy has moved in so many positive ways, to being about life today. And it's about finding ways to take values and really translate those values into action. That action may be giving and financial support. That action may be government support. The key is when your values are really struck with passion, it's amazing the work that we can do together.  For U.S. Trust, we're here as a philanthropic partner, with our clients to help them do exactly that. We don't presuppose what their values should be, but we really help them translate those values into impact of action.

Check out what our experts have to say from the Town & Country Philanthropy Summit:

Inside the 2018 Town & Country Philanthropy Summit
 An inspirational day, looking ahead at the future of giving back.

Project Title: UST Town & Country Sizzle Full Length

Date: 06/28/18

Version #: V6

Agency/Production Company: Newfangled Studios

Total Run Time: 1:06

AR#:

 

 

Audio Script

 

On screen copy: Please see important information at the end of this video.

 

On screen copy: Town & Country Philanthropy Summit

 

On screen copy: Ann Limberg, U.S. Trust - Head of Philanthropic Solutions

 

Ann Limberg: This wonderful partnership has been going on for the last 2 years.  Town & Country has an authentic desire to help drive change and to bring people interested in driving that change together under the guise of philanthropy.  We’re interested in exactly the same things, so I think there’s a very organic partnership.

 

On screen copy: Dr. Merryl Tisch, Vice Chairman, SUNY Board of Trustees, Chancellor Emeritus, NY State Board of Regents

 

Dr. Merryl Tisch: In a democracy, you should have the opportunity to have a choice.

 

For some, activism is a key priority, right, they want to be changing the conversation in a different way than just quiet financial support.  Philanthropy is not about writing a check once a year.  We’re here to really help clients think about how they create and incorporate purpose in their lives, and I’m sure it inspired some people to take some action, not in three months or three years, but today.

 

 

On screen copy:

Contact an advisor today

USTrust.com/Philanthropy

U.S. Trust Bank of America Private Wealth Management logo

 

On screen copy:

IMPORTANT INFORMATION

Content contained herein has been produced by Town & Country Magazine, independent of and not affiliated with U.S. Trust or Bank of America.  Opinions or ideas expressed are not necessarily those of Bank of America or U.S. Trust nor do they reflect their views or endorsement.  This video is for informational purposes only.  Neither Bank of America nor U.S. Trust assume liability for any loss or damage resulting from anyone’s reliance on the information provided.

 

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.

© 2018 Bank of America Corporation.  All rights reserved.

 

 

 

The Future of Education
 Intimate Breakfast with Ann Limberg, Head of Philanthropic Solutions and Dr. Merryl Tisch, Vice  Chairman, SUNY Board of Trustees Chancellor Emeritus, NY State Board of Regents

Project Title: UST Town & Country Education Full Length

Date: 06/28/18

Version #: V6

Agency/Production Company: Newfangled Studios

Total Run Time: 1:59

AR#:

 

 

Audio Script

 

On screen copy: Please see important information at the end of this video.

 

On screen copy: Town & Country Philanthropy Summit

 

On screen copy: Ann Limberg, U.S. Trust - Head of Philanthropic Solutions

 

Ann Limberg: What can philanthropists do?  Join boards.  Volunteer, understand what the problem is, talk to others who are giving in a way that’s impactful.  Listen carefully to someone who has the experience and the expertise of Dr. Tisch.

 

On screen copy: Dr. Merryl Tisch, Vice Chairman, SUNY Board of Trustees, Chancellor Emeritus, NY State Board of Regents

 

Should everyone go to college?  What’s the role of career and technical programs?  These are all places where philanthropy can be deeply embedded in getting the system to question itself and move itself forward.

 

She made a tremendously interesting point about how we look today at some of the schools that we might have attended 30 and 40 years ago.  And how they look exactly the same.  That’s not a good thing.

 

We have to keep pushing and fighting and innovating and being creative in the space of public education because even though those results are going to be harder to see, they’re going to be far more impactful on the American culture. 

 

I want to say, the voice of women, especially women in philanthropy, around this issue, will be a significant voice for decades to come.  I believe.

 

Well, women, to that point, are becoming more and more pivotal in terms of philanthropy, and driving those decisions, from assessing values though implementation and impact and measurement.

 

We’re educating.  We support philanthropists who support education, and hopefully that’s a role that will continue to progress for a long time.

 

On screen copy:

Contact an advisor today

USTrust.com/Philanthropy

U.S. Trust Bank of America Private Wealth Management logo

 

On screen copy:

IMPORTANT INFORMATION

Content contained herein has been produced by Town & Country Magazine, independent of and not affiliated with U.S. Trust or Bank of America.  Opinions or ideas expressed are not necessarily those of Bank of America or U.S. Trust nor do they reflect their views or endorsement.  This video is for informational purposes only.  Neither Bank of America nor U.S. Trust assume liability for any loss or damage resulting from anyone’s reliance on the information provided.

 

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.

© 2018 Bank of America Corporation.  All rights reserved.

 

 

 

Arts Matter: The Intersection of Art & Philanthropy Come Together
Conversation with Evan Beard, National Art Services Executive, U.S. Trust, Bank of America Private Wealth Management and Lydia Wickliffe Fenet, Christie’s Auction House SVP

Project Title: UST Town & Country Art Full Length

Date: 06/28/18

Version #: V6

Agency/Production Company: Newfangled Studios

Total Run Time: 1:29

AR#:

 

 

Audio Script

 

On screen copy: Please see important information at the end of this video.

 

On screen copy: Town & Country Philanthropy Summit

 

On screen copy: Evan Beard, U.S. Trust - Art Services Executive

 

Evan Beard: Many folks in the audience have created and generated significant wealth, and they’re at that early stage of trying to decide, “What’s my legacy going to be?  How do I deploy this wealth in a way that’s going to create a real impact?” 

 

On screen copy: Ann Limberg, U.S. Trust - Head of Philanthropic Solutions

 

Ann Limberg: The arts are such a fundamental part of our society, just as philanthropy is such a fundamental part of our society.

 

On screen copy: Lydia Fenet, Christie’s Auction House SVP

 

Lydia Fenet: There’s been a disruption in the art market, and the way that people buy, and the way that they transact, and so for us it’s really about engaging people at all levels.  Mid-level, yes, and on the way up, but even people who have means, who have no idea what the art world is or how to get involved.  We’re constantly trying out new things in order to engage them.

 

We have a long history with working with some of the great art collectors.  We unlock capital from their art collections, we’re working with them on their own art planning, on their own estate plan, their trust structuring.

 

They want to raise awareness around it, so they sell 1 or 2 pieces within a sale, and all the money goes back to a non-profit that they believe in.

 

What we really want to do (a) is be a great partner to support the arts ourselves, through our own philanthropy as an organization, but (b) so many of our clients who want to make sure that the arts are integrated into the lives of children and young adults, and others who may not otherwise have access.  We’re here to help them do it.

 

On screen copy:

Contact an advisor today

USTrust.com/Art

U.S. Trust Bank of America Private Wealth Management logo

On screen copy:

IMPORTANT INFORMATION

Content contained herein has been produced by Town & Country Magazine, independent of and not affiliated with U.S. Trust or Bank of America.  Opinions or ideas expressed are not necessarily those of Bank of America or U.S. Trust nor do they reflect their views or endorsement.  This video is for informational purposes only.  Neither Bank of America nor U.S. Trust assume liability for any loss or damage resulting from anyone’s reliance on the information provided.

 

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.

© 2018 Bank of America Corporation.  All rights reserved.

 

 

 

“Philanthropy has changed so much in the past five years, ten years, twenty years. And it used to be about giving at a later stage in life. Today, it really transcends generations,” says Ann Limberg. “And, in fact, some of our youngest generations are really focused, first and foremost on how they create impact every day in their lives. They are not willing to wait until they've generated a certain amount of wealth to have the impact that they want. They're highly educated, and they think globally.”

U.S. Trust has our own thought leaders and expertise as part of the philanthropic business. But our much greater value is that we have this extraordinary company behind it who has great resources and able to provide support, financially, for all types of different clients who may not even know that philanthropy is something that they, want to get involved in, but who may have a need as a business owner or art collector. Part of what makes U.S. Trust different and unique is that we've made a huge commitment to philanthropy.

We have 200 people focused on the Philanthropy business in our company, but we never forget that as 200 people we're part of a much larger organization, says Ann. And if we can make it very simple and seamless, for a client to work with us, to then extend and expand the work we do to other needs that they have, that's remarkable. Similarly, if clients are working with other parts of our organization, and as they're ready to start the philanthropic conversation, we step in to work with them”

Philanthropy has moved in so many positive ways, to being about life today. It’s about finding ways to take values and really translate those values into action. That action may be activism, giving, financial support or government. The key is when your values are really struck with passion, it’s amazing the work that we can do together.

Ann Limberg, Head of Philanthropic and Family Office Solutions.

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