Thursday, March 10, 2022 from 12:00 PM to 1:15 PM PST
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Northern California Planned Giving Council 

The Bank of America Philanthropic Report 

Luncheon Program 

March 10, 2022 - 12:00 PM-1:15 PM PDT

Program Description

With the number of Americans giving to charity on the decline, many nonprofits rely on a smaller and more affluent circle of supporters to meet their fundraising goals. The importance and influence of these high capacity donors only increased during the past year.

Please join us to be among the first in the nation to hear the findings of the Bank of America Philanthropic Report, the eighth in our series of reports on giving by wealthy households in the United States begun in 2006. The report offers practical insights into distinct donor demographics including rising generation, women, LGBTQ+ and ethnically-diverse donors. Our presentation will explore what motivates affluent donors to give and stop giving and which organizations affluent Americans currently support.

These insights can help build the confidence and increase the success of non­profit staff and board members when seeking the support of high capacity donors with the goal of securing transformational gifts to advance the nonprofit’s mission. Individual and family philanthropists also will gain a better understanding of emerging national trends and best practices in giving.

Matthew Laufman is a Senior Vice President and National Philanthropic Strategist with Bank of America. Matt’s responsibilities include providing in-depth philanthropic planning tailored solutions to assist clients in pursuing their mission and goals. In this capacity, Matt is able to provide best practices and consultative services in several areas, including governance and oversight, development strategies, board and staff education, and strategic planning. Matt works closely with the organization’s leadership, boards, development committees and staff to provide the knowledge and resources needed to address challenges and thrive. Matt has over 25 years of experience in the philanthropic industry. 

Continuing Education Credit: CFRE, CFP, CSPG Approved!

Program Fees: Members - $25; Non-members - $35

Not yet a member? Click here to join!

Thank you to our sponsor!

Kavanagh Rhomberg LLP