Are Not Bank Guaranteed

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Presentation transcript:

Are Not Bank Guaranteed Miki Akimoto Senior Vice President, Grantmaking Practice Director Miki Akimoto is a Senior Vice President and the Grantmaking Practice Director for the Philanthropic Solutions group at U.S. Trust. She has been with U.S. Trust since 2010, and works with her Philanthropic Solutions teammates nationally to drive consistent execution of our grantmaking capabilities and to implement best practices in this area. She supports several foundation investment management clients, providing account oversight, and basic due diligence for their grants. She also directs the giving from a number of discretionary foundations for which Bank of America, N.A. serves as Trustee, and works with co-trustees to design and implement giving from accounts where the Bank serves as co-trustee. Prior to becoming part of U.S. Trust, Miki was the Vice President and then Acting President of Associated Grant Makers, the regional association of foundations, corporate givers, and other key donors in Massachusetts and New Hampshire. She has also served as the first Director of Grants Management for the Annie E. Casey Foundation, and as a program officer at the Corporation for National and Community Service, AmeriCorps National Direct division. She holds a Bachelor of Political Science degree from Stanford University. She is actively involved in the philanthropic community nationally and locally, serving on the boards of directors of Third Sector New England and the Maine Philanthropy Center. Past board experience includes Asian Americans/Pacific Islanders in Philanthropy, The Full Frame Initiative, the YWCA Boston, the Boston Foundation for Architecture, and the Forum of Regional Associations of Grantmakers. She also helped found the Saffron Circle, the first Asian Giving Circle in Massachusetts. She was named a Balfour Fellow in 2008, and received the U.S. Trust® President’s Award in 2015. Institutional Investments & Philanthropic Solutions ("II&PS") is part of U.S. Trust, Bank of America Corporation ("U.S. Trust"). U.S. Trust operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation ("BofA Corp."). Bank of America, N.A., Member FDIC. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.   Investment products: Bank of America, N.A., makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp. © 2016 Bank of America Corporation. All rights reserved. | ARFRVTCQ | PRES-11-15-0405.C | 01/2016 Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value