JOIN US FOR FOR OUR GENERAL MEETING

FEBRUARY 13, 2024

11:30 - 1:00 p.m.

Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas

(Lunch Will Be Provided)

RSVP DEADLINE:

Tuesday, February 6 (5:00 p.m.)

 STUDY OF HIGH NET-WORTH

PHILANTHROPY

Speaker:

Matt Laufman

The 2023 Bank of American Study of Philanthropy examines the giving patterns, priorities and attitudes of affluent U.S. Households. This study is the ninth in a series of biennial studies researched and written by the Indiana University Lilly Family School of Philanthropy in partnership with Bank of America. All these studies provide valuable information about affluent giving across multiple Dimensions that can be used by nonprofit governing boards and professionals, charitable advisors, donors, and others interested in philanthropy and the nonprofit sector.

Matthew Laufman is a Senior Vice President and Philanthropic Strategist for the National Consulting and Advisory Practice group at Bank of America Private Bank. In his role, Matt’s responsibilities include providing in-depth tailored philanthropic solutions to assist clients in pursuing their mission and goals. In this capacity, Matt provides 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 resources in an impactful way. Matt has over 25 years of experience in the philanthropic industry. Matt is a graduate of the University of Washington, where he majored in Business with a concentration in Finance.

There are no continuing education credits for this presentation.

TO MAKE YOUR RESERVATION:

Click on the above "Register" Button

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Go to the Website:

www.dallascharitablegiftplanners.org

SPONSORED BY:

ThinkGiving and Merit Financial Advisors

We Would Like to Thank All of Our 2024 Sponsors:

Children's Medical Center Foundation

Communities Foundation of Texas

C3 Financial Partners

Dallas Jewish Community Foundation

Farmers National Company

Heritage Auctions

HighGround Advisors

Merit Financial Advisors

Southwestern Medical Foundation

ThinkGiving

Texas Presbyterian Foundation

The Catholic Foundation

The Dallas Foundation

Jonathan Blum and David Rosenberg of Holland & Knight, LLP

DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com