“An Overview of the Bank of America Study of High Net Worth Philanthropy” Joint meeting with the Central Ohio Planned Giving Council


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October 8 Program Details

The Association of Fundraising Professionals Central Ohio Chapter

and the Central Ohio Planned Giving Council

are pleased to co-host an exciting educational program

“An Overview of the Bank of America Study of High Net Worth Philanthropy”

Tuesday, October 8, 2013

10:45-11:00  Registration for Pre-Lunch Session

11:00-11:45 Pre-Lunch Education Program for AFP and COPGC Members Only

11:30-Noon Registration for Lunch Session

Noon-1:15 PM Lunch Program

Pre-Lunch Session: 11:00 a.m.-11:45 a.m.

“Perspectives from a Panel of Professional Advisors”

(This session is open only to current AFP and COPGC Members;

AFP Members must register and pay for the lunch program in order to attend the pre-lunch session)

Please plan to join the pre-luncheon session for advice and perspectives from a panel of three experts on working with professionaladvisors, and the important role they can plan in the work of your nonprofit entity.  Panel members include Jane Higgins-Marxwith Carlile Patchen and Murphy LLP, Jeffrey M. Geiger, CIMA, CSNA, Vice President and Senior Financial Advisory with MerrillLynch, and Barbara M. Washington, VP and Philanthropic Specialist with U.S. Trust Philanthropic Solutions.

Noon-1:15 Lunch and Program

“An Overview of the Bank of America Study of High Net Worth Philanthropy”

Presented by Barbara M. Washington, CAP

Vice President and Philanthropic Specialist for U.S. Trust Philanthropic Solutions

The 2012 Bank of America Study of High Net Worth Philanthropy examines the giving patterns, priorities and attitudes ofAmerica’s wealthiest households.  This latest in this series of studies was once again written and researched in partnershipwith the Center on Philanthropy at IndianaUniversity and builds on those completed in 2006, 2008 and 2010.  These studieshave set the benchmark for research on the giving practices of high net worth donors, providing valuable insights to nonprofitorganizations across the country that rely on their support.


NOTE LOCATION October program

Jewish Community Center

1125 College Avenue

Columbus, Ohio43209

Convenient close-to-freeway location with plenty of free parking



$20 for AFP Members

No Charge for COPGC Members

$40 Guests

Full-Time Students $5

(Student underwriting provided by Waller Financial Planning Group)

Buffet lunch provided

RSVP Deadline is Thursday, October 3 at Noon

To RSVP you must register and purchase your tickets online in advance.

No late RSVPs and no walk-ins. 



When you register online you will receive two emails – a Confirmation and a Receipt.

Please bring your confirmation with you to the event to check in.

AFP Cancellation and Refund Policy: 

Cancellations received in writing by the RSVP deadline are eligible for a full refund.

Cancellations received after the deadline will not be eligible for refunds as we will have already made a commitment topurchase your meal.

Registration questions: [email protected]