THIS MEETING HAS BEEN MOVED TO A VIRTUAL MEETING

JOIN US FOR FOR OUR GENERAL MEETING

JANUARY 11, 2022

12:00 - 1:00 p.m.

RSVP DEADLINE:

Wednesday, January 5, 2022 (5:00 p.m.)

Bank of America High Net Worth

Philanthropy Study

"Decoding The Motivations and Strategies

of High Capacity Philanthropists"

Matt Laufman

With the number of Americans giving to charity on the decline, many nonprofits including healthcare organizations 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. Key pandemic-related findings of the new Bank of America Study of Philanthropy, the eighth in our series of reports on giving by wealthy households in the United States begun in 2006, were released earlier this summer. Please join us to be among the first in the nation to hear the finding of the full report, which will illuminate many expressions of generosity by affluent Americans. The series 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 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, serving as Director of Gift Planning for Sutter Health, a nonprofit healthcare system based in Northern California; Vice President of the Community Home Health and Hospice of SW Washington; and Director of Planned Giving for Virginia Mason Medical Center in Seattle, Washington. Matt is a graduate of the University of Washington, where he majored in Business with a concentration in Finance. Matt is a frequent speaker on various philanthropic topics.

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There is no continuing education credit for this presentation.

AN EMAIL WITH ZOOM INSTRUCTIONS WILL BE DISTRIBUTED AFTER REGISTRATION CLOSES.

SPONSORED BY:

We Would Like to Thank All of Our 2022 Sponsors:

Communities Foundation of Texas

C3 Financial Partners

The Dallas Foundation

Dallas Jewish Community Foundation

Heritage Auctions

HighGround Advisors

PNC Institutional Asset Management

Southern Methodist University

Holland & Knight

Texas Presbyterian Foundation

Location Sponsors:

Center for Brain Health at UTD

The Catholic Foundation

Communities Foundation of Texas

DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com