Russell Goldstein CFP®, CAP® is an Institutional Client Advisor at U.S. Trust, Bank of America with over 18 years of experience in financial services. In his role, he is responsible for identifying the needs and advising philanthropists, foundations and nonprofits. He provides guidance and sets the strategic direction for individuals and organizations focused on the community. This experience consists of education, advice, implementation, execution and monitoring focused on their needs and mission.

Russell is a BoardSource Certified Governance Trainer. He is a Chartered Advisor in Philanthropy (CAP®) and a graduate of the Social Impact Strategy program at UPenn through the School for Social Policy and Practice. He also has a Masters in Sustainability Leadership from Arizona State University. Recently, Russell was recognized as a “Nonprofit Visionary Leader” by the Sanford Institute of Philanthropy. He is a National Board member of SeedSpot, a social entrepreneur incubator. Russell serves as President Elect of the Arizona State University School of Sustainability Alumni Board. He is also President Elect of the Arizona Community Foundation Professional Advisory Board. He currently serves on the Advisory Board of the  Scottsdale Museum of Contemporary Art as well as Humanity Chair and Advisory Board Member for Phoenix Fashion Week. He also serves as on the Planned Giving Committee for the Phoenix Art Museum and SARRC, as well as a Committee Member of the Bank of America Charitable Foundation in Arizona. Russell is the Past President and Advisory Board Member of Planned Giving Roundtable of Arizona. He serves on the US Trust National Council for Impact Investing. He is a frequent presenter at national conferences focused on planned giving, philanthropy, governance and building exceptional boards. Most recently Russ presented at The Planned Giving Roundtable, The Sanford Institute of Philanthropy, Sequoia Hospital in San Jose, The Jewish Community Foundation of San Diego, and the Grinspoon Life and Legacy conference in Massachusetts.

Connect with Russell here.