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Decoding the Motivations of America's Most Influential Donors

Watch experts discuss the findings from the 2021 Bank of America Study of Philanthropy, conducted in partnership with Indiana University.

During this discussion, the panelists explore the following topics:

 

  • Recent trends in giving and volunteering among America’s affluent households
  • Causes supported by high-net-worth donors, and reasons for giving
  • How the tactics of high-net-worth philanthropists are changing

 

Hosted by:


Panelists:

Una Osili is not affiliated with Merrill.

 

Information is as of 10/20/2021 and is subject to change.

 

Opinions are those of the author(s), as of the date of this recording and are subject to change.

 

Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Brokerage services may be performed by wholly owned brokerage affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”).

 

This webcast does not constitute legal, tax or investment advice and is issued without regard to specific investment objectives or the financial situation of any particular recipient. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that the forecasts will come to pass. The information presented on this webcast 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.

 

Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

 

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