The 2014 U.S. Trust Study of High Net Worth Philanthropy – A collaboration between U.S. Trust and the Lilly Family School of Philanthropy
We are pleased to announce that Joy Hunter Chaillou, Senior Vice President, Philanthropic Specialist, Institutional Investments & Philanthropic Solutions, will be our guest speaker on the subject of The 2014 U.S. Trust Study of High Net Worth Philanthropy – A collaboration between U.S. Trust and the Lilly Family School of Philanthropy (a continuation of the 2006, 2008, 2010 and 2012 Bank of America Study of High Net Worth Philanthropy research services) at our October 21st Dinner Meeting at Giovanni’s II in Darien. Cash bar and cocktails will begin at 5:45 p.m., followed by dinner promptly at 6:30 p.m., speaker at 7:30 p.m., and we anticipate an end to the meeting between 8:30 p.m. and 8:45 p.m.
On behalf U.S. Trust, our speaker will be presenting the results of the 2014 U.S. Trust Study of High Net Worth Philanthropy. This presentation provides groundbreaking insights into the demographic and psychographic factors driving family philanthropy, volunteerism, and charitable giving among high net worth donors. The fifth in an ongoing examination of high net worth giving, the study’s findings provide a breadth of new data on the philanthropic motivations of wealthy donors, their use of different giving vehicles, and the dynamics of their relationships with the organizations they support. In this challenging economic climate, wealthy donors are not just a critical source of support, but are often a necessity for ensuring the success of a school’s long-term strategic planning, short-term financial well being and, in some cases, survival. Wealthy alumni and other donors have great expectations of the schools and other not-for-profits they support and present unique challenges for academic institutions in both cultivating a real culture of giving to new donors and retaining their current base of support.
Joy Hunter Chaillou is a Senior Vice President, Institutional Philanthropic Specialist. Joy began her career working with nonprofits in 2002. Her areas of focus include: investment management, charitable administration, planned giving and endowment development and nonprofit governance. Joy joined the Institutional Investments & Philanthropic Solutions group in 2010 serving as a consultative resource for qualified nonprofit clients of U.S. Trust and Merrill Lynch. In this role, she worked closely with organizational leadership and boards of directors. By providing tailored services, solutions and best practices to institutional nonprofit clients, she assisted them in capitalizing on opportunities and addressing challenges in support of successful mission fulfillment. Prior to joining Institutional Investments & Philanthropic Solutions, Joy was a partner on an investment management team at Morgan Stanley where she worked with nonprofit organizations to help them increase their organizational capacity. Additionally, Joy spent six years at the American Heart Association serving as the Vice President of Planned Giving and Chair of their National Planned Giving Marketing Committee. Joy earned her B.S. degree from Old Dominion University through the Centre d’Etude Franco-Américain de Management (CEFAM) and her M.B.A. in Strategic Leadership from Dominican University of California. She is a founding Board member of the Association of Fundraising Professionals in Westchester New York where serves as the Membership Chair. Joy is also on the Board of Girl’s Inc. Westchester and the Children’s Support Foundation. She is the Co-Chair for the American Heart Association’s Heart Advisory Committee on Long Island and serves on the Professional Advisory Committees for Central Park Conservancy, Lighthouse International, and the New Jersey Symphony Orchestra. Joy recently co-authored a book titled, Nonprofit Investment & Development Solutions: A guide to thriving in today’s economy.
Please click on the document link below for complete program and registration details.