Thursday, August 22, 2019 from 12:00 PM to 1:30 PM PDT
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Community Room
2030 W. El Camino Avenue
Sacramento, CA 95833

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Planned Giving Forum of Greater Sacramento 
Planned Giving Forum of Greater Sacramento 

2018 US Trust Study of High Net Worth Philanthropy 

Established in 2006, this groundbreaking study, conducted in partnership with The Lilly Family School of Philanthropy at Indiana University, is the largest and most comprehensive survey to date of the charitable practices and attitudes of wealthy Americans. The 2018 study will explore many of the same issues probed in earlier versions of this research, including how much, where, and why wealthy donors give their time and money. It will also expand into several new areas, such as how and the frequency in which donors measure and monitor the results in their giving. The findings in the 2018 study impact and inform the practices of donors, nonprofit organizations and advisors alike.


Matthew Laufman - Senior Vice President, Practice Expert, U.S. Trust

Matthew Laufman is a Senior Vice President and Practice Expert – Philanthropic Consulting and Planned Giving with U.S. Trust Institutional Investments and Philanthropic Solutions group. Matthew’s responsibilities include providing indepth philanthropic planning knowledge and tailored solutions to assist clients in pursuing their mission and goals


This program is accredited for 1.5 hrs by CFRE and appropriate for all planned giving professional levels.

Program Agenda

Registration and Networking: 11:30AM
Luncheon Presentation: 12:00PM – 1:30PM

Joint PGFGS & NCPG Member Price

PGFGS Member Price
Regular Registration

You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Tuesday, August 20.

PGFGS hereby establishes the policy that attendance will be paid in advance by credit card. For attendees who want to pay by check, checks will need to be received one week before the event in order for them to be considered registered.
Make checks payable to PGFGS. Mail to: Raquel Altavilla, 1130 Iron Point Rd., #100, Folsom, CA 95630.