Business Owner Philanthropy - A Presentation by U.S. Trust
Many business owners choose to focus on philanthropic endeavors. This can be a personally and professionally fulfilling experience, as it offers the opportunity to contribute to or build something that aligns with one’s personal values and world outlook. Philanthropy is often more than writing a check. In fact, some business owners have refined or created their own philanthropic strategies and vehicles to ensure their vision is optimally achieved. This webinar will focus on the various motivations, considerations and approaches a business owner may take on the philanthropic journey.
About the presenters:
Managing Director – National Practice Executive, Foundations and Grantmaking
Megan Watkins leads the team that provides guidance to individuals, families and boards of directors and trustees throughout all phases of the private foundation lifecycle. This work includes helping clients to articulate their vision and mission for their philanthropy, conducting research in areas of philanthropic interest to guide the development of a funding strategy, facilitating the education of and engagement with the next generation of foundation stewards, or supporting a board of directors or trustees through an eventual spend-down or termination. Megan brings over 15 years of philanthropic advising to her role, which also includes the management of strategic giving programs in the areas of animal welfare, community development, human services, and youth development. Megan’s nonprofit and policy activities include roles with ACCION New York, Columbia University, World Neighbors Nepal and the U.S. Department of State, Bureau of Western Hemisphere Affairs, in Ciudad Juarez, Mexico.
Megan holds a Master of International Affairs degree with a concentration in Economic and Political Development from the School of International and Public Affairs at Columbia University. She holds a Bachelor of Arts in Latin American Studies from Barnard College at Columbia University, where she spent a semester studying at the Universidade de Sao Paulo, in Sao Paulo, Brazil. An active member of the philanthropic community, Megan recently completed a six-year term as Chair of the Board of Directors for a national animal welfare organization and remains involved with several professional affinity groups and associations.
Holly Harben Swan
Managing Director and Wealth Strategist
Holly Harben Swan is a Wealth Strategies Advisor at U.S. Trust, Bank of America Private Wealth Management. In this role, Holly works with high net worth individuals and their families to develop planning solutions in a variety of areas including estate and income tax matters and charitable giving. Holly also enjoys educating younger generations on the privileges and responsibilities that come along with wealth.
Holly joined U. S. Trust in 2010. Prior to that, she was an estate planning and tax attorney at Bartlett Hackett Feinberg P.C. in Boston where she worked with clients and financial advisors to develop and implement planning strategies including the structuring of family controlled entities focused on multigenerational wealth transfer, succession planning for businesses owners and the implementation of tax advantaged strategies for highly appreciated assets such as I.R.C. §1031 like kind exchanges.
Holly received her B.A. in economics from Rollins College and earned a J.D. from Boston College Law School.
Vice President- Practice Associate
In her role as Practice Associate, Caitlin Duffy supports the National Practice Experts for Foundations and Grantmaking, Strategic Philanthropy, and Family Office teams. Prior to U.S. Trust, Caitlin was based in Ireland as the Director of the Young Leaders for the Ireland Funds.
Before moving to Ireland, Caitlin spent five years working at Fitch Ratings in both the RMBS and Public Finance divisions. Caitlin holds a MAM (Masters of Advanced Management) from the Yale School of Management, an M.B.A. from the UCD Michael Smurfit Graduate Business School (Dublin, Ireland), and a Bachelor of Science degree from Santa Clara University. Caitlin serves as the Global Chapter Representative- Boston, for University College Dublin and is a member of the Ireland Funds Young Leaders.