About
Ann Limberg, head of philanthropic solutions at Bank of America Private Bank, and Una Osili, associate dean for research and international programs at Indiana University, will talk with Barron’s Penta senior writer Abby Schultz about a rise in giving by affluent Americans in 2020 from three years earlier and other findings from a recently released study on charitable trends conducted by the Lilly Family School of Philanthropy at Indiana for Bank of America.


WEBINAR ENDED
Presenters
1632866223-412406647fa22088
Abby Schultz
Senior Writer, Barron's Penta
Abby Schultz is a senior writer for Penta, a Barron’s Group publication for wealthy individuals and families covering wealth management and philanthropy, as well as trends in collecting and owning art and wine, among other luxury goods. She joined Barron’s in October 2014 as the Penta Wealth Management Editor for Barron’s Asia in Hong Kong.

Abby covered the credit markets and money management industry for Dow Jones newswires in New York before freelancing and consulting for several years mostly on personal finance and other business and financial topics. Before rejoining Dow Jones, she was an editor in Hong Kong at IFR Asia, a Thomson Reuters publication focused on the capital markets.
1633106892-fd80e11731197fb1
Ann Limberg
Managing Director and the Head of Philanthropic and Family Office Solutions, Bank of America
Ann Limberg is a Managing Director and the Head of Philanthropic and Family Office Solutions at Bank of America. Limberg oversees strategy and advisory and consulting services for non-profit institutions, corporate and private foundations, and ultra-high-net-worth families. She directs a nationwide team that offers a suite of integrated capabilities, including Outsourced Chief Investment Office services, board governance and development, grantmaking, high-impact philanthropy and fiduciary administration. She also fosters the effective use of cross-enterprise capabilities, resulting in a more unified and directed client experience.

Limberg has worked at Bank of America since 1990. She has held a number of leadership positions during her tenure, most recently serving as Northeast Division Executive for Bank of America Private Bank (formerly U.S. Trust), where she directed advisor outreach and led strategic growth in nine states, and New Jersey state president for Bank of America. She earned her B.A. from the State University of New York at Stony Brook.

Passionate in her commitment to philanthropy, Limberg brings a lifetime of active engagement in non-profit boards and professional organizations. She currently serves on the boards of Valley Health System Inc., NJTV Public Media NJ, Inc., Macaulay Honors College Foundation for the City University of New York, The St. Bernard Project, and Bergen County’s United Way. She is also a member of the Committee of 200, an organization of women executives dedicated to increasing opportunities for women entrepreneurs and corporate leaders worldwide.

A frequent speaker at industry conferences and forums, Limberg is a recognized authority on philanthropic innovations, including high-impact philanthropy, social entrepreneurism, next generation engagement, and transformative leadership
1633108484-1ffc2d8ee021dcaf
Una Osili
Associate Dean for Research and International Programs, Indiana University
A global expert on philanthropy and social innovation, Dr. Una Osili has more than two decades of experience in leadership, economic policy and research across the public and private sectors. She holds the Efroymson Chair in Philanthropy and she serves as the associate dean for research and international programs and Dean’s Fellow for the Mays Family Institute on Diverse Philanthropy at Indiana University Lilly Family School of Philanthropy, the world’s first school on philanthropy.

At the school she leads the research and publication of the Global Philanthropy Environment Index and the Global Philanthropy Tracker, as well as the research and publication of Giving USA, the annual report on American philanthropy. Dr. Osili is the founder of Generosity for Life, a digital platform that provides new data tools in the area of philanthropy and social impact.

An internationally recognized expert on philanthropy, economics and international development, Osili recently testified before the Joint Economic Committee of the United States Congress on supporting charitable giving during the COVID-19 crisis, as well as before a subcommittee of the U.S. Senate Committee on Foreign Relations.
Register To Watch Recording
Full name*
Email Address*
Seniority*
Company*
Have a question for the speakers? Submit here.
Marketing Permission
By registering, I agree to communications from Barron's Group. I understand that I can unsubscribe at any time by clicking the unsubscribe link in the footer of our emails, or by replying to our emails and asking to be unsubscribed. For more information, please read our privacy notice.
Privacy Notice
✓ Yes, I would like to receive communications from Barron's Group.
We use BigMarker as our webinar platform. By clicking Register, you acknowledge that the information you provide will be transferred to BigMarker processing in accordance with their Terms of Service and Privacy Policy.