“An Overview of the Bank of America Study of High Net Worth Philanthropy” Joint meeting with the Central Ohio Planned Giving Council
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.
Location
NOTE LOCATION October program
Jewish Community Center
1125 College Avenue
Columbus, Ohio43209
Convenient close-to-freeway location with plenty of free parking
Directions:http://columbusjcc.org/about-us/hours-and-directions/
Cost
$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.
REGISTER:
http://secure.groundworkgroup.org/register/event/AFPEducation
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]