Networking begins at 8:30am. Program begins at 9:00am.

Seating is limited. Register today to secure your attendance.

The Bank of America Study of Philanthropy reveals that affluent donors are becoming increasingly strategic in how they achieve their charitable goals. From a planned giving perspective, the research shows a growing interest in legacy-focused giving vehicles, greater engagement with professional advisors, and a desire to create lasting impact aligned with personal values and family traditions. The findings reinforce that successful planned giving programs are built on education, trust, and helping donors connect their philanthropic aspirations with a meaningful long-term legacy.  Please join us as we take a deep dive into the findings and key takeaways of the latest study, and how to bring to life the information to inform and assist philanthropic investors in both leaving a legacy to their values and impacting their community.

About the Speaker:

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 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, board, development committees, and staff to provide resources in an impactful way.

Matt has over 25 years of experience in the philanthropic industry. Prior to joining Bank of America Private Bank (formally U.S. Trust) Matt served 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.