Speaker
Elizabeth Barnette
Managing Director, Merrill Philanthropic Solutions
Bank of America Merrill
Elizabeth A. Barnette is a Managing Director and Senior Philanthropic Strategist with the National Consulting and Advisory Practice at Bank of America Private Bank. In this role, Elizabeth provides customized consulting to endowment and foundation clients’ boards of directors and senior leaders in areas including mission advancement, leadership development, nonprofit governance, and board dynamics. Elizabeth has over 25 years of experience working with nonprofits. Prior to joining the National Consulting and Advisory Practice, Elizabeth was a National Fiduciary Philanthropic Manager at Bank of America Private Bank, managing a team of philanthropic professionals who provided planned giving, administrative, and fiduciary oversight services to more than 500 nonprofit clients including colleges and universities, churches and other religious organizations, community foundations, hospital systems, and arts and culture organizations. Elizabeth has specialized expertise in planned giving, sub fund accounting, donor advised fund administration, and board governance. Before joining Bank of America Private Bank (formerly U.S. Trust), Elizabeth was the Assistant Director of Planned Giving at Stevens Institute of Technology in Hoboken, NJ where she was responsible for donor development, gift cultivation, marketing, and special events. Elizabeth spent several years working in the trading, risk, and compliance areas of several investment management firms in New York City such as Hyperion Capital Management, Inc., and Forstmann Leff Associates. Elizabeth holds the Chartered Advisor in Philanthropy designation from the American College of Financial Services. She is a frequent speaker on topics related to planned giving and philanthropic trends. Elizabeth is a past board member of the Artists of Yardley in Bucks County, Pennsylvania and is a member of the New Jersey Council of Charitable Gift Planners. Elizabeth graduated from New York University in New York City and holds a B.A. in English Literature and a B.F.A. in Theatre.