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Is giving enough? Philanthropy post-Covid

00:56:00

Jul 29, 2020 01:31 PM

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Speakers

Phyllis Costanza
Head and Chief Executive Officer @UBS in society and UBS Optimus Foundation
As head of UBS in society, Phyllis is committed to making UBS a force for driving positive change in society and the environment for future generations. The UBS in society team ensures the firm is creating long term positive impact for clients, employees, investors and society. She is also dedicated to finding innovative ways to tackle some of the world's most pressing social and environmental issues. In her role as chief executive officer of UBS Optimus Foundation she applies an investment-based approach, making it simpler for clients and their families to manage their philanthropy and maximise their impact. Since starting at UBS in 2011 she has been instrumental in reshaping the UBS Optimus Foundation's strategy, helping clients fund impactful philanthropic programmes that improve children's lives and fight climate change globally. Together with her team, she has introduced innovative financing vehicles, like the first Development Impact Bond in education. Before UBS, she was a senio
Carly Doshi
Head of Philanthropy, Family Governance, and Family Office Advisory @HSBC Private Banking, Americas
Carly Doshi is the head of philanthropy, family governance, and family office advisory for HSBC Private Banking, Americas. In this role, she leads the development and delivery of bespoke, family-centered programmes for multi-generation client families. Carly works closely with clients and their family office, legal, and tax advisers to achieve family wealth succession goals and to maximise philanthropic impact. Before HSBC, Carly was vice president at a registered investment advisory firm wherein she provided wealth and trust planning services, and led the growth of a Delaware trust business. Previously Carly worked Planned and Major Gifts at Columbia University. Carly has over a decade of charitable and trust planning experience. Carly sits on the Global Steering Committee, Philanthropy Advisors, of the Society of Trust and Estates Practitioners (STEP). She is a past Board Member of the New York Chapter of STEP, is a former Fellow of the American Bar Association Section of Real Prope